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Disclosery

TRUEFG, LLC: IJR position timeline

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

TRUEFG, LLC held 217,789 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,789 shares
    Change vs previous 13F +1,723 shares

    7.54% of the 13F portfolio, value $32,300,276.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 216,066 shares
    Change vs previous 13F +1,344 shares

    7.12% of the 13F portfolio, value $26,859,117.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 214,722 shares
    Change vs previous 13F -343 shares

    6.92% of the 13F portfolio, value $25,805,268.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 215,065 shares
    Change vs previous 13F +3,676 shares

    7.06% of the 13F portfolio, value $25,556,119.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 211,389 shares
    Change vs previous 13F +8,047 shares

    6.87% of the 13F portfolio, value $23,102,658.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 203,342 shares
    Change vs previous 13F +14,510 shares

    7% of the 13F portfolio, value $21,263,518.

    13F-HR 0001214659-25-005852 filed by TRUEFG, 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 188,832 shares
    Change vs previous 13F +1,225 shares

    7.1% of the 13F portfolio, value $21,757,221.

    13F-HR 0001214659-25-000587 filed by TRUEFG, 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 187,607 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $21,942,476.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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