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Disclosery

Steele Capital Management, Inc.: IJR position timeline

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

Steele Capital Management, Inc. held 704,827 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 704,827 shares
    Change vs previous 13F +53,966 shares

    3.85% of the 13F portfolio, value $104,532,829.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 650,861 shares
    Change vs previous 13F +20,599 shares

    3.35% of the 13F portfolio, value $80,908,491.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 630,262 shares
    Change vs previous 13F +13,654 shares

    3.25% of the 13F portfolio, value $75,744,909.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 616,608 shares
    Change vs previous 13F -3,771 shares

    3.25% of the 13F portfolio, value $73,271,588.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 620,379 shares
    Change vs previous 13F -148,703 shares

    3.25% of the 13F portfolio, value $67,801,276.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 769,082 shares
    Change vs previous 13F +15,906 shares

    4.19% of the 13F portfolio, value $80,422,907.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 753,176 shares
    Change vs previous 13F +72,261 shares

    4.52% of the 13F portfolio, value $86,780,897.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 680,915 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $79,639,825.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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