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Disclosery

RAND WEALTH, LLC: IJR position timeline

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

RAND WEALTH, LLC held 28,041 IJR shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 28,041 shares
    Change vs previous 13F +82 shares

    0.27% of the 13F portfolio, value $2,446,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 27,959 shares
    Change vs previous 13F +1,932 shares

    0.26% of the 13F portfolio, value $2,333,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 26,027 shares
    Change vs previous 13F -950 shares

    0.23% of the 13F portfolio, value $2,004,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 26,977 shares
    Change vs previous 13F -602 shares

    0.23% of the 13F portfolio, value $2,072,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 27,579 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $2,047,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 27,589 shares
    Change vs previous 13F +2,283 shares

    0.26% of the 13F portfolio, value $1,934,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 25,306 shares
    Change vs previous 13F +14,334 shares

    0.21% of the 13F portfolio, value $1,750,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 10,972 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,509,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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