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Disclosery

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on IJR, newest first. How the timeline and the estimate are built.

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 7,978 IJR 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 7,978 shares
    Change vs previous 13F -14 shares

    0.38% of the 13F portfolio, value $1,183,282.

    13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 7,992 shares
    Change vs previous 13F -856 shares

    0.36% of the 13F portfolio, value $993,427.

    13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 8,848 shares
    Change vs previous 13F +12 shares

    0.37% of the 13F portfolio, value $1,063,364.

    13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 8,836 shares
    Change vs previous 13F -104 shares

    0.37% of the 13F portfolio, value $1,049,956.

    13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 8,940 shares
    Change vs previous 13F -643 shares

    0.35% of the 13F portfolio, value $977,082.

    13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 9,583 shares
    Change vs previous 13F +63 shares

    0.39% of the 13F portfolio, value $1,002,043.

    13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 9,520 shares
    Change vs previous 13F -236 shares

    0.4% of the 13F portfolio, value $1,096,928.

    13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 9,756 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,141,056.

    13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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