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Disclosery

Strategic Financial Partners, Ltd.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Partners, Ltd. on IJR, newest first. How the timeline and the estimate are built.

Strategic Financial Partners, Ltd. held 51,548 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,548 shares
    Change vs previous 13F -1,067 shares

    2.88% of the 13F portfolio, value $7,645,214.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
    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 52,615 shares
    Change vs previous 13F -16,677 shares

    2.83% of the 13F portfolio, value $6,540,624.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
    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 69,292 shares
    Change vs previous 13F +27,315 shares

    3.61% of the 13F portfolio, value $8,327,619.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
    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 41,977 shares
    Change vs previous 13F -3,071 shares

    2.28% of the 13F portfolio, value $4,988,151.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
    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 45,048 shares
    Change vs previous 13F -19,207 shares

    2.29% of the 13F portfolio, value $4,923,335.

    13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
    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 64,255 shares
    Change vs previous 13F -841 shares

    3.54% of the 13F portfolio, value $6,719,203.

    13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
    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 65,096 shares
    Change vs previous 13F -3,556 shares

    3.83% of the 13F portfolio, value $7,500,368.

    13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
    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 68,652 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $8,029,626.

    13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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