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Tassel Capital Management, Inc.: IJR position timeline

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

Tassel Capital Management, Inc. held 3,173 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,173 shares
    Change vs previous 13F -1,354 shares

    0.22% of the 13F portfolio, value $470,574.

    13F-HR 0001951757-26-001179 filed by Tassel Capital Management, 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 4,527 shares
    Change vs previous 13F +11 shares

    0.31% of the 13F portfolio, value $562,789.

    13F-HR 0001951757-26-000684 filed by Tassel Capital Management, 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 4,516 shares
    Change vs previous 13F +33 shares

    0.33% of the 13F portfolio, value $542,690.

    13F-HR 0001951757-26-000460 filed by Tassel Capital Management, 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 4,483 shares
    Change vs previous 13F -21 shares

    0.34% of the 13F portfolio, value $532,678.

    13F-HR 0001951757-25-001198 filed by Tassel Capital Management, 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 4,504 shares
    Change vs previous 13F +623 shares

    0.38% of the 13F portfolio, value $492,253.

    13F-HR 0001951757-25-000873 filed by Tassel Capital Management, 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 3,881 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $405,845.

    13F-HR 0001951757-25-000412 filed by Tassel Capital Management, 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 3,861 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $444,903.

    13F-HR 0001951757-25-000208 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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