Skip to content
Disclosery

TOBIAS FINANCIAL ADVISORS, INC.: IJS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on IJS, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 13,705 IJS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 13,705 shares
    Change vs previous 13F -38 shares

    0.24% of the 13F portfolio, value $1,873,231.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 13,743 shares
    Change vs previous 13F -15 shares

    0.23% of the 13F portfolio, value $1,627,815.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 13,758 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $1,564,611.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 13,759 shares
    Change vs previous 13F -252 shares

    0.23% of the 13F portfolio, value $1,521,655.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 14,011 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $1,393,930.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 14,001 shares
    Change vs previous 13F -14 shares

    0.27% of the 13F portfolio, value $1,364,776.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 14,015 shares
    Change vs previous 13F +744 shares

    0.31% of the 13F portfolio, value $1,522,129.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 13,271 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,428,791.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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