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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: IJR position timeline

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

SMITH SHELLNUT WILSON LLC /ADV held 38,617 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,617 shares
    Change vs previous 13F +3,066 shares

    2.14% of the 13F portfolio, value $5,727,287.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 35,551 shares
    Change vs previous 13F -98 shares

    1.93% of the 13F portfolio, value $4,419,345.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 35,649 shares
    Change vs previous 13F +1,031 shares

    1.64% of the 13F portfolio, value $4,284,297.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 34,618 shares
    Change vs previous 13F +11,524 shares

    1.58% of the 13F portfolio, value $4,113,657.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 23,094 shares
    Change vs previous 13F +1,237 shares

    1.09% of the 13F portfolio, value $2,523,943.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 21,857 shares
    Change vs previous 13F +54 shares

    1.05% of the 13F portfolio, value $2,285,586.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 21,803 shares
    Change vs previous 13F +2,287 shares

    1.11% of the 13F portfolio, value $2,512,142.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 19,516 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,282,591.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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