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Sandy Cove Advisors, LLC: IJR position timeline

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

Sandy Cove Advisors, LLC held 9,115 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,115 shares
    Change vs previous 13F -89 shares

    0.34% of the 13F portfolio, value $1,351,840.

    13F-HR 0001172661-26-002505 filed by Sandy Cove 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 9,204 shares
    Change vs previous 13F +123 shares

    0.34% of the 13F portfolio, value $1,144,153.

    13F-HR 0001172661-26-001597 filed by Sandy Cove 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 9,081 shares
    Change vs previous 13F -2,124 shares

    0.32% of the 13F portfolio, value $1,091,376.

    13F-HR 0001172661-26-000539 filed by Sandy Cove 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 11,205 shares
    Change vs previous 13F +26 shares

    0.43% of the 13F portfolio, value $1,331,433.

    13F-HR 0001172661-25-004355 filed by Sandy Cove 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 11,179 shares
    Change vs previous 13F -288 shares

    0.44% of the 13F portfolio, value $1,221,698.

    13F-HR 0001172661-25-002497 filed by Sandy Cove 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 11,467 shares
    Change vs previous 13F +75 shares

    0.48% of the 13F portfolio, value $1,199,086.

    13F-HR 0001172661-25-001682 filed by Sandy Cove 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 11,392 shares
    Change vs previous 13F +500 shares

    0.52% of the 13F portfolio, value $1,312,562.

    13F-HR 0001172661-25-000196 filed by Sandy Cove 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 10,892 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,273,948.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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