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Disclosery

RTD Financial Advisors, Inc.: IJR position timeline

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

RTD Financial Advisors, Inc. held 267,047 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 267,047 shares
    Change vs previous 13F -4,380 shares

    3.97% of the 13F portfolio, value $36,329,016.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 271,427 shares
    Change vs previous 13F -10,091 shares

    4.39% of the 13F portfolio, value $40,255,270.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 281,518 shares
    Change vs previous 13F -3,582 shares

    4.3% of the 13F portfolio, value $34,995,445.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    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 285,100 shares
    Change vs previous 13F -2,571 shares

    4.18% of the 13F portfolio, value $34,263,366.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    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 287,671 shares
    Change vs previous 13F +14,136 shares

    4.11% of the 13F portfolio, value $34,183,992.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    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 273,535 shares
    Change vs previous 13F -2,060 shares

    3.83% of the 13F portfolio, value $29,894,604.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    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 275,595 shares
    Change vs previous 13F +148 shares

    3.87% of the 13F portfolio, value $28,819,027.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    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 275,447 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $31,737,022.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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