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Disclosery

RTD Financial Advisors, Inc.: IJT position timeline

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

RTD Financial Advisors, Inc. held 85,494 IJT 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 85,494 shares
    Change vs previous 13F -3,159 shares

    1.5% of the 13F portfolio, value $13,707,301.

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

  2. period ended2026-06-30
    13F 88,653 shares
    Change vs previous 13F -6,270 shares

    1.73% of the 13F portfolio, value $15,833,360.

    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 94,923 shares
    Change vs previous 13F -4,924 shares

    1.69% of the 13F portfolio, value $13,736,292.

    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 99,847 shares
    Change vs previous 13F -3,464 shares

    1.72% of the 13F portfolio, value $14,094,401.

    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 103,311 shares
    Change vs previous 13F +3,847 shares

    1.76% of the 13F portfolio, value $14,618,437.

    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 99,464 shares
    Change vs previous 13F -2,380 shares

    1.69% of the 13F portfolio, value $13,232,635.

    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 101,844 shares
    Change vs previous 13F -1,138 shares

    1.7% of the 13F portfolio, value $12,679,640.

    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 102,982 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $13,940,712.

    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).