STEEL GROVE CAPITAL ADVISORS, LLC: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEEL GROVE CAPITAL ADVISORS, LLC on IJR, newest first. How the timeline and the estimate are built.
STEEL GROVE CAPITAL ADVISORS, LLC held 9,760 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 9,760 sharesChange vs previous 13F +703 shares
0.12% of the 13F portfolio, value $1,327,750.
13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Accepted , ingested - period ended2026-06-3013F 9,057 sharesChange vs previous 13F +625 shares
0.13% of the 13F portfolio, value $1,343,243.
13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,432 sharesChange vs previous 13F +96 shares
0.11% of the 13F portfolio, value $1,048,182.
13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,336 sharesChange vs previous 13F +482 shares
0.1% of the 13F portfolio, value $1,001,820.
13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,854 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $858,364.
13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,854 sharesChange vs previous 13F +490 shares
0.1% of the 13F portfolio, value $858,364.
13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,364 sharesChange vs previous 13F +881 shares
0.12% of the 13F portfolio, value $770,053.
13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,483 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $746,971.
13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).