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Disclosery

SWF LLC: IJR position timeline

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

SWF LLC held 630,311 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 630,311 shares
    Change vs previous 13F +2,657 shares

    6.25% of the 13F portfolio, value $93,481,425.

    13F-HR 0000900440-26-000045 filed by SWF 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 627,654 shares
    Change vs previous 13F +28,410 shares

    6.8% of the 13F portfolio, value $77,967,935.

    13F-HR 0000900440-26-000038 filed by SWF 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 599,244 shares
    Change vs previous 13F 0 shares

    7.28% of the 13F portfolio, value $72,017,144.

    13F-HR 0000900440-26-000005 filed by SWF 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 599,244 shares
    Change vs previous 13F 0 shares

    7.3% of the 13F portfolio, value $71,208,165.

    13F-HR 0000900440-25-000308 filed by SWF 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 599,244 shares
    Change vs previous 13F +590,000 shares

    7.61% of the 13F portfolio, value $65,491,377.

    13F-HR 0000900440-25-000274 filed by SWF 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 9,244 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $966,645.

    13F-HR 0000900440-25-000199 filed by SWF LLC
    Filed (acceptance time not in the bulk data set), ingested

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