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Disclosery

SPINNAKER TRUST: IJR position timeline

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

SPINNAKER TRUST held 35,324 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,324 shares
    Change vs previous 13F -1,217 shares

    0.25% of the 13F portfolio, value $5,238,902.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 36,541 shares
    Change vs previous 13F -593 shares

    0.25% of the 13F portfolio, value $4,542,412.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 37,134 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $4,462,764.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 37,144 shares
    Change vs previous 13F -198 shares

    0.24% of the 13F portfolio, value $4,413,822.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 37,342 shares
    Change vs previous 13F +192 shares

    0.25% of the 13F portfolio, value $4,081,107.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 37,150 shares
    Change vs previous 13F +48 shares

    0.25% of the 13F portfolio, value $3,884,776.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 37,102 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $4,274,892.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 37,100 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,339,216.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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