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SOUTHERN CAPITAL ADVISORS, LLC: IJR position timeline

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

SOUTHERN CAPITAL ADVISORS, LLC held 170,944 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,944 shares
    Change vs previous 13F +8,124 shares

    10.59% of the 13F portfolio, value $25,352,631.

    13F-HR 0002085853-26-000725 filed by SOUTHERN CAPITAL ADVISORS, 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 162,820 shares
    Change vs previous 13F +10,097 shares

    9.48% of the 13F portfolio, value $20,240,217.

    13F-HR 0002085853-26-000396 filed by SOUTHERN CAPITAL ADVISORS, 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 152,723 shares
    Change vs previous 13F +8,682 shares

    8.47% of the 13F portfolio, value $18,354,213.

    13F-HR 0002085853-26-000128 filed by SOUTHERN CAPITAL ADVISORS, 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 144,041 shares
    Change vs previous 13F +4,067 shares

    8.02% of the 13F portfolio, value $17,116,392.

    13F-HR 0002085853-25-000225 filed by SOUTHERN CAPITAL ADVISORS, 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 139,974 shares
    Change vs previous 13F +5,007 shares

    7.82% of the 13F portfolio, value $15,297,754.

    13F-HR 0001667731-25-000849 filed by SOUTHERN CAPITAL ADVISORS, 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 134,967 shares
    Change vs previous 13F +20,746 shares

    7.83% of the 13F portfolio, value $14,113,460.

    13F-HR 0001667731-25-000492 filed by SOUTHERN CAPITAL ADVISORS, 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 114,221 shares
    Change vs previous 13F +38,282 shares

    7.28% of the 13F portfolio, value $13,160,493.

    13F-HR 0001667731-25-000114 filed by SOUTHERN CAPITAL ADVISORS, 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 75,939 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $8,881,877.

    13F-HR 0001909249-24-000004 filed by SOUTHERN CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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