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VestGen Advisors, LLC: IJR position timeline

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

VestGen Advisors, LLC held 12,511 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,511 shares
    Change vs previous 13F -6,216 shares

    0.05% of the 13F portfolio, value $1,855,524.

    13F-HR 0002050130-26-000005 filed by VestGen 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 18,727 shares
    Change vs previous 13F +13,171 shares

    0.07% of the 13F portfolio, value $2,542,996.

    13F-HR 0002050130-26-000004 filed by VestGen 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 5,556 shares
    Change vs previous 13F -21,516 shares

    0.03% of the 13F portfolio, value $667,674.

    13F-HR 0002050130-26-000001 filed by VestGen 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 27,072 shares
    Change vs previous 13F -12,763 shares

    0.11% of the 13F portfolio, value $3,216,942.

    13F-HR 0002050130-25-000006 filed by VestGen 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 39,835 shares
    Change vs previous 13F -3,838 shares

    0.17% of the 13F portfolio, value $4,353,619.

    13F-HR 0002050130-25-000005 filed by VestGen 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 43,673 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,566,879.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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