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Disclosery

Port Capital LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Port Capital LLC on IJR, newest first. How the timeline and the estimate are built.

Port Capital LLC held 10,898 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,898 shares
    Change vs previous 13F +243 shares

    0.07% of the 13F portfolio, value $1,616,256.

    13F-HR 0001104659-26-097336 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,655 shares
    Change vs previous 13F +642 shares

    0.06% of the 13F portfolio, value $1,324,504.

    13F-HR 0001104659-26-062522 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,013 shares
    Change vs previous 13F +80 shares

    0.05% of the 13F portfolio, value $1,203,395.

    13F-HR 0001104659-26-016441 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,933 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $1,180,000.

    13F-HR 0001104659-25-112411 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,929 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $1,085,000.

    13F-HR 0001104659-25-078671 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,925 shares
    Change vs previous 13F +313 shares

    0.05% of the 13F portfolio, value $1,038,000.

    13F-HR 0001104659-25-049491 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,612 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $1,107,000.

    13F-HR 0001104659-25-014092 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,596 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,122,000.

    13F-HR 0001104659-24-118811 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).