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Disclosery

Somnio Financial Group, LLC: IJR position timeline

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

Somnio Financial Group, LLC held 90,870 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,870 shares
    Change vs previous 13F -1,638 shares

    7.98% of the 13F portfolio, value $13,476,921.

    13F-HR 0002034894-26-000004 filed by Somnio Financial Group, 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 92,508 shares
    Change vs previous 13F +1,068 shares

    7.55% of the 13F portfolio, value $11,499,618.

    13F-HR 0002034894-26-000002 filed by Somnio Financial Group, 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 91,440 shares
    Change vs previous 13F +1,302 shares

    7.26% of the 13F portfolio, value $10,989,209.

    13F-HR 0002034894-26-000001 filed by Somnio Financial Group, 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 90,138 shares
    Change vs previous 13F +1,711 shares

    7.26% of the 13F portfolio, value $10,711,066.

    13F-HR 0002034894-25-000007 filed by Somnio Financial Group, 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 88,427 shares
    Change vs previous 13F +10,559 shares

    6.92% of the 13F portfolio, value $9,664,183.

    13F-HR 0002034894-25-000003 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 77,868 shares
    Change vs previous 13F +2,713 shares

    7.18% of the 13F portfolio, value $8,971,929.

    13F-HR 0002034894-25-000001 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 75,155 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $8,790,092.

    13F-HR 0002034894-24-000004 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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