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Ritter Daniher Financial Advisory LLC / DE: IJR position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 155,426 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,426 shares
    Change vs previous 13F -722 shares

    3.51% of the 13F portfolio, value $23,051,187.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 156,148 shares
    Change vs previous 13F -1,569 shares

    3.29% of the 13F portfolio, value $19,410,785.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 157,717 shares
    Change vs previous 13F -915 shares

    3.18% of the 13F portfolio, value $18,954,472.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 158,632 shares
    Change vs previous 13F -4,018 shares

    3.32% of the 13F portfolio, value $18,850,261.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 162,650 shares
    Change vs previous 13F -2,418 shares

    4.37% of the 13F portfolio, value $17,775,993.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 165,068 shares
    Change vs previous 13F -3,370 shares

    4.71% of the 13F portfolio, value $17,261,170.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 168,438 shares
    Change vs previous 13F -9,859 shares

    5.48% of the 13F portfolio, value $19,407,479.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 178,297 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $20,853,601.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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