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Disclosery

Sageworth Trust Co of South Dakota: IJR position timeline

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

Sageworth Trust Co of South Dakota held 7,894 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 7,894 shares
    Change vs previous 13F -209 shares

    0.72% of the 13F portfolio, value $1,170,759.

    13F-HR 0001871593-26-000007 filed by Sageworth Trust Co of South Dakota
    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 8,103 shares
    Change vs previous 13F -100 shares

    0.8% of the 13F portfolio, value $1,007,284.

    13F-HR 0001871593-26-000004 filed by Sageworth Trust Co of South Dakota
    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 8,203 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $985,837.

    13F-HR 0001871593-26-000002 filed by Sageworth Trust Co of South Dakota
    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 8,203 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $974,762.

    13F-HR 0001871593-25-000011 filed by Sageworth Trust Co of South Dakota
    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 8,203 shares
    Change vs previous 13F +643 shares

    0.97% of the 13F portfolio, value $896,506.

    13F-HR 0001871593-25-000007 filed by Sageworth Trust Co of South Dakota
    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 7,560 shares
    Change vs previous 13F +29 shares

    0.95% of the 13F portfolio, value $790,549.

    13F-HR 0001871593-25-000005 filed by Sageworth Trust Co of South Dakota
    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 7,531 shares
    Change vs previous 13F +1,347 shares

    1.1% of the 13F portfolio, value $867,722.

    13F-HR 0001871593-25-000003 filed by Sageworth Trust Co of South Dakota
    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 6,184 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $723,281.

    13F-HR 0001871593-24-000010 filed by Sageworth Trust Co of South Dakota
    Filed (acceptance time not in the bulk data set), ingested

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