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Disclosery

Souders Financial Advisors: IJR position timeline

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

Souders Financial Advisors held 2,050 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,050 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $304,013.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 2,058 shares
    Change vs previous 13F -134 shares

    0.03% of the 13F portfolio, value $255,885.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 2,192 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $263,457.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 2,248 shares
    Change vs previous 13F -1,932 shares

    0.03% of the 13F portfolio, value $267,072.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 4,180 shares
    Change vs previous 13F -2,417 shares

    0.06% of the 13F portfolio, value $456,825.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 6,597 shares
    Change vs previous 13F -31,402 shares

    0.1% of the 13F portfolio, value $689,820.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 37,999 shares
    Change vs previous 13F -2,165 shares

    0.61% of the 13F portfolio, value $4,378,266.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 40,164 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,697,638.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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