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Disclosery

SFM, LLC: IJR position timeline

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

SFM, LLC held 5,079 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 5,079 shares
    Change vs previous 13F -159 shares

    0.39% of the 13F portfolio, value $753,266.

    13F-HR 0002064225-26-000004 filed by SFM, 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 5,238 shares
    Change vs previous 13F -253 shares

    0.39% of the 13F portfolio, value $651,136.

    13F-HR 0002064225-26-000002 filed by SFM, 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 5,491 shares
    Change vs previous 13F -154 shares

    0.39% of the 13F portfolio, value $659,908.

    13F-HR 0002064225-26-000001 filed by SFM, 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 5,645 shares
    Change vs previous 13F -445 shares

    0.39% of the 13F portfolio, value $670,795.

    13F-HR 0002064225-25-000001 filed by SFM, 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 6,090 shares
    Change vs previous 13F +841 shares

    0.43% of the 13F portfolio, value $665,576.

    13F-HR 0001085146-25-003911 filed by SFM, 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 5,249 shares
    Change vs previous 13F -860 shares

    0.4% of the 13F portfolio, value $548,888.

    13F-HR 0001085146-25-002154 filed by SFM, 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 6,109 shares
    Change vs previous 13F -254 shares

    0.5% of the 13F portfolio, value $703,879.

    13F-HR 0001085146-25-002153 filed by SFM, 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 6,363 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $744,216.

    13F-HR 0001085146-25-002152 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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