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TKG Advisors, LLC: IJR position timeline

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

TKG Advisors, LLC held 65,947 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,947 shares
    Change vs previous 13F +1,244 shares

    3.4% of the 13F portfolio, value $9,780,606.

    13F-HR 0001843275-26-000003 filed by TKG Advisors, 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 64,703 shares
    Change vs previous 13F +444 shares

    3.33% of the 13F portfolio, value $8,043,182.

    13F-HR 0001843275-26-000002 filed by TKG Advisors, 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 64,259 shares
    Change vs previous 13F +965 shares

    3.11% of the 13F portfolio, value $7,722,692.

    13F-HR 0001843275-26-000001 filed by TKG Advisors, 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 63,294 shares
    Change vs previous 13F -276 shares

    3.22% of the 13F portfolio, value $7,521,282.

    13F-HR 0001843275-25-000008 filed by TKG Advisors, 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 63,570 shares
    Change vs previous 13F +4,294 shares

    3.11% of the 13F portfolio, value $6,947,614.

    13F-HR 0001843275-25-000007 filed by TKG Advisors, 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 59,276 shares
    Change vs previous 13F +2,970 shares

    3.06% of the 13F portfolio, value $6,198,457.

    13F-HR 0001843275-25-000003 filed by TKG Advisors, LLC
    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 56,306 shares
    Change vs previous 13F +19,307 shares

    3.09% of the 13F portfolio, value $6,704,300.

    13F-HR 0001843275-25-000001 filed by TKG Advisors, LLC
    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 36,999 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,327,458.

    13F-HR 0001843275-24-000008 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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