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Disclosery

Roth Financial Partners LLC: IJR position timeline

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

Roth Financial Partners LLC held 193,847 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 193,847 shares
    Change vs previous 13F -4,161 shares

    7.88% of the 13F portfolio, value $26,375,139.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 198,008 shares
    Change vs previous 13F +3,892 shares

    8.73% of the 13F portfolio, value $29,361,831.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 194,116 shares
    Change vs previous 13F -4,159 shares

    8.23% of the 13F portfolio, value $24,115,028.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 198,275 shares
    Change vs previous 13F +1,762 shares

    7.86% of the 13F portfolio, value $23,835,167.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 196,513 shares
    Change vs previous 13F +1,693 shares

    7.87% of the 13F portfolio, value $23,350,567.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 194,820 shares
    Change vs previous 13F +11,214 shares

    7.68% of the 13F portfolio, value $21,292,752.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 183,606 shares
    Change vs previous 13F +3,399 shares

    7.58% of the 13F portfolio, value $19,197,231.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 180,207 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $20,762,357.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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