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Disclosery

Smith Anglin Financial, LLC: IJR position timeline

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

Smith Anglin Financial, LLC held 4,015 IJR shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,015 shares
    Change vs previous 13F -729 shares

    0.04% of the 13F portfolio, value $438,788.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,744 shares
    Change vs previous 13F -741 shares

    0.05% of the 13F portfolio, value $496,092.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 5,485 shares
    Change vs previous 13F +435 shares

    0.06% of the 13F portfolio, value $632,034.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 5,050 shares
    Change vs previous 13F +1,310 shares

    0.06% of the 13F portfolio, value $590,658.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,740 shares
    Change vs previous 13F -327 shares

    0.04% of the 13F portfolio, value $398,904.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 4,067 shares
    Change vs previous 13F -903 shares

    0.05% of the 13F portfolio, value $449,508.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,970 shares
    Change vs previous 13F -77,648 shares

    0.06% of the 13F portfolio, value $538,026.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 82,618 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,793,369.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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