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STEPH & CO: IJR position timeline

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

STEPH & CO held 14,008 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,008 shares
    Change vs previous 13F -469 shares

    0.49% of the 13F portfolio, value $1,905,648.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,477 shares
    Change vs previous 13F -200 shares

    0.54% of the 13F portfolio, value $2,147,084.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,677 shares
    Change vs previous 13F -3,604 shares

    0.52% of the 13F portfolio, value $1,824,498.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,281 shares
    Change vs previous 13F -13 shares

    0.63% of the 13F portfolio, value $2,197,011.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,294 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,173,876.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,294 shares
    Change vs previous 13F +1,200 shares

    0.65% of the 13F portfolio, value $1,999,351.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,094 shares
    Change vs previous 13F +206 shares

    0.64% of the 13F portfolio, value $1,787,520.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,888 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,945,835.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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