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Disclosery

Shade Tree Advisors LLC: IJR position timeline

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

Shade Tree Advisors LLC held 5,700 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,700 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $845,367.

    13F-HR 0001172661-26-003024 filed by Shade Tree 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 5,700 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $708,567.

    13F-HR 0001172661-26-001715 filed by Shade Tree 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 5,700 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $685,026.

    13F-HR 0001172661-26-000472 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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