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Round Rock Advisors LLC: IJR position timeline

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

Round Rock Advisors LLC held 244,807 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,807 shares
    Change vs previous 13F +5,825 shares

    4.68% of the 13F portfolio, value $36,307,258.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 238,982 shares
    Change vs previous 13F -2,665 shares

    4.55% of the 13F portfolio, value $29,707,869.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 241,647 shares
    Change vs previous 13F +3,452 shares

    4.37% of the 13F portfolio, value $29,041,174.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 238,195 shares
    Change vs previous 13F +12,980 shares

    4.48% of the 13F portfolio, value $28,304,715.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 225,215 shares
    Change vs previous 13F +4,848 shares

    4.25% of the 13F portfolio, value $24,613,764.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 220,367 shares
    Change vs previous 13F +17,749 shares

    4.27% of the 13F portfolio, value $23,043,730.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 202,618 shares
    Change vs previous 13F +1,531 shares

    4.79% of the 13F portfolio, value $23,345,600.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 201,087 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $23,519,144.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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