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Stephenson & Company, Inc.: IJR position timeline

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

Stephenson & Company, Inc. held 63,165 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 63,165 shares
    Change vs previous 13F +3,629 shares

    4.39% of the 13F portfolio, value $9,368,013.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 59,536 shares
    Change vs previous 13F +1,676 shares

    4.01% of the 13F portfolio, value $7,400,880.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 57,860 shares
    Change vs previous 13F +1,385 shares

    3.82% of the 13F portfolio, value $6,953,597.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 56,475 shares
    Change vs previous 13F +750 shares

    3.85% of the 13F portfolio, value $6,710,877.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 55,725 shares
    Change vs previous 13F +3,109 shares

    3.7% of the 13F portfolio, value $6,090,197.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 52,616 shares
    Change vs previous 13F +1,328 shares

    3.58% of the 13F portfolio, value $5,502,098.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, 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 51,288 shares
    Change vs previous 13F +2,473 shares

    3.98% of the 13F portfolio, value $5,909,349.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, 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 48,815 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $5,709,345.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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