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Disclosery

Ruggaard & Associates LLC: IJK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on IJK, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 8,598 IJK shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,598 shares
    Change vs previous 13F -133 shares

    0.36% of the 13F portfolio, value $1,010,265.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 8,731 shares
    Change vs previous 13F -3,108 shares

    0.35% of the 13F portfolio, value $878,513.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 11,839 shares
    Change vs previous 13F -543 shares

    0.45% of the 13F portfolio, value $1,146,962.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 12,382 shares
    Change vs previous 13F -13 shares

    0.44% of the 13F portfolio, value $1,187,310.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 12,395 shares
    Change vs previous 13F +2,980 shares

    0.45% of the 13F portfolio, value $1,127,697.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 9,415 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $784,081.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 9,415 shares
    Change vs previous 13F -400 shares

    0.38% of the 13F portfolio, value $856,106.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 9,815 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $902,293.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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