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Disclosery

Veritable, L.P.: IJR position timeline

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

Veritable, L.P. held 0 IJR shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -1,099,823 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 1,099,823 shares
    Change vs previous 13F +21,633 shares

    1.78% of the 13F portfolio, value $109,597,362.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 1,078,190 shares
    Change vs previous 13F +72,394 shares

    1.79% of the 13F portfolio, value $104,260,973.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 1,005,796 shares
    Change vs previous 13F +192,771 shares

    1.7% of the 13F portfolio, value $95,188,533.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 813,025 shares
    Change vs previous 13F +96,244 shares

    1.38% of the 13F portfolio, value $70,888,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 716,781 shares
    Change vs previous 13F +38,170 shares

    1.2% of the 13F portfolio, value $66,238,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 678,611 shares
    Change vs previous 13F +10,606 shares

    1.13% of the 13F portfolio, value $73,209,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 668,005 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $76,493,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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