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Disclosery

Somerset Trust Co: IJR position timeline

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

Somerset Trust Co held 3,263 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,263 shares
    Change vs previous 13F -319 shares

    0.13% of the 13F portfolio, value $443,899.

    13F-HR 0001597099-26-000006 filed by Somerset Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,582 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $531,246.

    13F-HR 0001597099-26-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,682 shares
    Change vs previous 13F -1,377 shares

    0.14% of the 13F portfolio, value $457,709.

    13F-HR 0001597099-26-000002 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,059 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $607,991.

    13F-HR 0001597099-26-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,059 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $601,161.

    13F-HR 0001597099-25-000006 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,059 shares
    Change vs previous 13F -167 shares

    0.18% of the 13F portfolio, value $552,898.

    13F-HR 0001597099-25-000004 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,226 shares
    Change vs previous 13F -51 shares

    0.19% of the 13F portfolio, value $546,483.

    13F-HR 0001597099-25-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,277 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $608,016.

    13F-HR 0001597099-25-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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