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Resurgent Financial Advisors LLC: IJR position timeline

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

Resurgent Financial Advisors LLC held 10,809 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 10,809 shares
    Change vs previous 13F -657 shares

    0.45% of the 13F portfolio, value $1,603,043.

    13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors 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 11,466 shares
    Change vs previous 13F -843 shares

    0.52% of the 13F portfolio, value $1,425,371.

    13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors 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 12,309 shares
    Change vs previous 13F +502 shares

    0.74% of the 13F portfolio, value $1,479,322.

    13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors 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 11,807 shares
    Change vs previous 13F +385 shares

    0.69% of the 13F portfolio, value $1,403,005.

    13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors 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 11,422 shares
    Change vs previous 13F -1,108 shares

    0.69% of the 13F portfolio, value $1,248,291.

    13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors 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 12,530 shares
    Change vs previous 13F +98 shares

    0.79% of the 13F portfolio, value $1,310,269.

    13F-HR 0001085146-25-002603 filed by Resurgent Financial Advisors 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 12,432 shares
    Change vs previous 13F -1,205 shares

    0.84% of the 13F portfolio, value $1,432,423.

    13F-HR 0001085146-25-001342 filed by Resurgent Financial Advisors 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 13,637 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,594,942.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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