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Disclosery

Sageworth Trust Co: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sageworth Trust Co on IJR, newest first. How the timeline and the estimate are built.

Sageworth Trust Co held 99,482 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,482 shares
    Change vs previous 13F -354 shares

    0.58% of the 13F portfolio, value $14,754,175.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    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 99,836 shares
    Change vs previous 13F -802 shares

    0.53% of the 13F portfolio, value $12,410,613.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    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 100,638 shares
    Change vs previous 13F -12,163 shares

    0.52% of the 13F portfolio, value $12,094,674.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    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 112,801 shares
    Change vs previous 13F -8,229 shares

    0.62% of the 13F portfolio, value $13,404,143.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    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 121,030 shares
    Change vs previous 13F -55,942 shares

    0.73% of the 13F portfolio, value $13,227,369.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    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 176,972 shares
    Change vs previous 13F -1,367 shares

    1.15% of the 13F portfolio, value $18,505,962.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    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 178,339 shares
    Change vs previous 13F -19,763 shares

    1.27% of the 13F portfolio, value $20,548,219.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 198,102 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $23,170,009.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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