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Richard W. Paul & Associates, LLC: IJR position timeline

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

Richard W. Paul & Associates, LLC held 69,807 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,807 shares
    Change vs previous 13F +571 shares

    3.17% of the 13F portfolio, value $10,353,105.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 69,236 shares
    Change vs previous 13F -42,457 shares

    2.9% of the 13F portfolio, value $8,606,705.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 111,693 shares
    Change vs previous 13F +3,101 shares

    4.46% of the 13F portfolio, value $13,423,221.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 108,592 shares
    Change vs previous 13F +1,376 shares

    4.4% of the 13F portfolio, value $12,904,039.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 107,216 shares
    Change vs previous 13F -8,603 shares

    4.24% of the 13F portfolio, value $11,717,634.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 115,819 shares
    Change vs previous 13F +1,020 shares

    4.75% of the 13F portfolio, value $12,111,244.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 114,799 shares
    Change vs previous 13F -339 shares

    4.82% of the 13F portfolio, value $13,227,195.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 115,138 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $13,466,528.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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