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Disclosery

Taylor Financial Group, Inc.: IJT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Financial Group, Inc. on IJT, newest first. How the timeline and the estimate are built.

Taylor Financial Group, Inc. held 33,671 IJT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,671 shares
    Change vs previous 13F +197 shares

    3.31% of the 13F portfolio, value $6,013,641.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, 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 33,474 shares
    Change vs previous 13F +15,835 shares

    2.94% of the 13F portfolio, value $4,844,023.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, 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 17,639 shares
    Change vs previous 13F +79 shares

    1.46% of the 13F portfolio, value $2,489,921.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, 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 17,560 shares
    Change vs previous 13F +518 shares

    1.43% of the 13F portfolio, value $2,484,740.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, 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 17,042 shares
    Change vs previous 13F +810 shares

    1.42% of the 13F portfolio, value $2,267,242.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, 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 16,232 shares
    Change vs previous 13F +486 shares

    1.41% of the 13F portfolio, value $2,020,931.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, 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 15,746 shares
    Change vs previous 13F +799 shares

    1.48% of the 13F portfolio, value $2,131,505.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    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 14,947 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,084,957.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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