Skip to content
Disclosery

SWS Partners: IJR position timeline

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

SWS Partners held 13,074 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 13,074 shares
    Change vs previous 13F -38 shares

    0.42% of the 13F portfolio, value $1,939,041.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 13,112 shares
    Change vs previous 13F -1,418 shares

    0.4% of the 13F portfolio, value $1,629,968.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 14,530 shares
    Change vs previous 13F -49 shares

    0.42% of the 13F portfolio, value $1,746,168.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 14,579 shares
    Change vs previous 13F -146 shares

    0.42% of the 13F portfolio, value $1,732,444.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 14,725 shares
    Change vs previous 13F -1,669 shares

    0.43% of the 13F portfolio, value $1,609,316.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 16,394 shares
    Change vs previous 13F -5,570 shares

    0.56% of the 13F portfolio, value $1,714,400.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 21,964 shares
    Change vs previous 13F -30,554 shares

    0.77% of the 13F portfolio, value $2,530,687.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 52,518 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $6,140,485.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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