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Trifecta Capital Advisors, LLC: IJR position timeline

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

Trifecta Capital Advisors, LLC held 204,841 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,841 shares
    Change vs previous 13F +94 shares

    3.91% of the 13F portfolio, value $30,379,948.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 204,747 shares
    Change vs previous 13F +21,279 shares

    3.94% of the 13F portfolio, value $25,452,065.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 183,468 shares
    Change vs previous 13F -1,277 shares

    3.26% of the 13F portfolio, value $22,049,193.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 184,745 shares
    Change vs previous 13F -1,696 shares

    3.34% of the 13F portfolio, value $21,953,271.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital 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 186,441 shares
    Change vs previous 13F -6,144 shares

    3.39% of the 13F portfolio, value $20,376,097.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital 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 192,585 shares
    Change vs previous 13F +14,094 shares

    4.22% of the 13F portfolio, value $20,138,617.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital 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 178,491 shares
    Change vs previous 13F +5,024 shares

    4.06% of the 13F portfolio, value $20,565,757.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital 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 173,467 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $20,288,644.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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