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Disclosery

Sage Mountain Advisors LLC: IJR position timeline

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

Sage Mountain Advisors LLC held 34,072 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,072 shares
    Change vs previous 13F +587 shares

    0.31% of the 13F portfolio, value $5,053,284.

    13F-HR 0001398344-26-013547 filed by Sage Mountain 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 33,485 shares
    Change vs previous 13F -39 shares

    0.29% of the 13F portfolio, value $4,162,576.

    13F-HR 0001398344-26-008901 filed by Sage Mountain 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 33,524 shares
    Change vs previous 13F -3,224 shares

    0.21% of the 13F portfolio, value $4,028,968.

    13F-HR 0001398344-26-001120 filed by Sage Mountain 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 36,748 shares
    Change vs previous 13F -5 shares

    0.25% of the 13F portfolio, value $4,366,818.

    13F-HR 0001398344-25-019993 filed by Sage Mountain 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 36,753 shares
    Change vs previous 13F -3,667 shares

    0.26% of the 13F portfolio, value $4,016,784.

    13F-HR 0001398344-25-014219 filed by Sage Mountain 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 40,420 shares
    Change vs previous 13F +411 shares

    0.31% of the 13F portfolio, value $4,226,766.

    13F-HR 0001398344-25-008521 filed by Sage Mountain 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 40,009 shares
    Change vs previous 13F +10,305 shares

    0.34% of the 13F portfolio, value $4,609,888.

    13F-HR 0001398344-25-002201 filed by Sage Mountain 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 29,704 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,474,196.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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