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Disclosery

Vishria Bird Financial Group, LLC: IJR position timeline

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

Vishria Bird Financial Group, LLC held 112,036 IJR shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 112,036 shares
    Change vs previous 13F -282 shares

    2.61% of the 13F portfolio, value $13,313,238.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 112,318 shares
    Change vs previous 13F -1,091 shares

    4.08% of the 13F portfolio, value $12,275,234.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 113,409 shares
    Change vs previous 13F -2,423 shares

    4.03% of the 13F portfolio, value $11,859,179.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 115,832 shares
    Change vs previous 13F -517 shares

    4.68% of the 13F portfolio, value $13,346,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 116,349 shares
    Change vs previous 13F -40 shares

    5.16% of the 13F portfolio, value $13,608,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 116,389 shares
    Change vs previous 13F -20 shares

    5.22% of the 13F portfolio, value $12,414,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 116,409 shares
    Change vs previous 13F +46 shares

    5.51% of the 13F portfolio, value $12,866,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 116,363 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $12,596,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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