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Disclosery

Sound Stewardship, LLC: IJR position timeline

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

Sound Stewardship, LLC held 53,475 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,475 shares
    Change vs previous 13F +114 shares

    3.27% of the 13F portfolio, value $7,930,820.

    13F-HR 0002085853-26-000704 filed by Sound Stewardship, 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 53,361 shares
    Change vs previous 13F -2,057 shares

    3.04% of the 13F portfolio, value $6,633,363.

    13F-HR 0002085853-26-000359 filed by Sound Stewardship, 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 55,418 shares
    Change vs previous 13F -2,002 shares

    3.19% of the 13F portfolio, value $6,660,115.

    13F-HR 0002085853-26-000158 filed by Sound Stewardship, 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 57,420 shares
    Change vs previous 13F +5,848 shares

    3.27% of the 13F portfolio, value $6,823,188.

    13F-HR 0002085853-25-000094 filed by Sound Stewardship, 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 51,572 shares
    Change vs previous 13F +6,833 shares

    2.91% of the 13F portfolio, value $5,636,262.

    13F-HR 0001667731-25-000791 filed by Sound Stewardship, LLC
    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 44,739 shares
    Change vs previous 13F +281 shares

    2.67% of the 13F portfolio, value $4,678,371.

    13F-HR 0001667731-25-000434 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 44,458 shares
    Change vs previous 13F -226 shares

    3.04% of the 13F portfolio, value $5,122,483.

    13F-HR 0001667731-25-000080 filed by Sound Stewardship, LLC
    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 44,684 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,226,299.

    13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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