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Private Advisory Group LLC: IJR position timeline

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

Private Advisory Group LLC held 51,303 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,303 shares
    Change vs previous 13F +3,243 shares

    0.42% of the 13F portfolio, value $7,608,785.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 48,060 shares
    Change vs previous 13F +11,047 shares

    0.42% of the 13F portfolio, value $5,974,331.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 37,013 shares
    Change vs previous 13F -1,558 shares

    0.35% of the 13F portfolio, value $4,448,177.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 38,571 shares
    Change vs previous 13F -2,467 shares

    0.4% of the 13F portfolio, value $4,583,354.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 41,038 shares
    Change vs previous 13F -20,241 shares

    0.42% of the 13F portfolio, value $4,485,086.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 61,279 shares
    Change vs previous 13F +8,885 shares

    0.73% of the 13F portfolio, value $6,407,907.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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/A 52,394 shares
    Change vs previous 13F +2,388 shares

    0.68% of the 13F portfolio, value $6,036,792.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 50,006 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,848,656.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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