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STEPHEN J. GARRY & ASSOCIATES, LLC: IJR position timeline

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

STEPHEN J. GARRY & ASSOCIATES, LLC held 2,546 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,546 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $377,597.

    13F-HR 0001951757-26-001051 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,546 shares
    Change vs previous 13F -50 shares

    0.25% of the 13F portfolio, value $316,493.

    13F-HR 0001951757-26-000620 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,596 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $311,987.

    13F-HR 0001951757-26-000190 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,596 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $308,483.

    13F-HR 0001951757-25-001379 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,596 shares
    Change vs previous 13F -71 shares

    0.25% of the 13F portfolio, value $283,717.

    13F-HR 0001951757-25-000934 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,667 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $278,888.

    13F-HR 0001951757-25-000544 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,667 shares
    Change vs previous 13F +100 shares

    0.28% of the 13F portfolio, value $307,292.

    13F-HR 0001951757-25-000251 filed by STEPHEN J. GARRY & ASSOCIATES, 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 2,567 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $300,236.

    13F-HR 0001951757-25-000253 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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