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Disclosery

Sunbeam Capital Management, LLC: IJR position timeline

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

Sunbeam Capital Management, LLC held 17,664 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,664 shares
    Change vs previous 13F +6,384 shares

    1.2% of the 13F portfolio, value $2,619,748.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital Management, 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 11,280 shares
    Change vs previous 13F +48 shares

    0.8% of the 13F portfolio, value $1,402,217.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital Management, 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 11,232 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,349,862.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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