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Disclosery

Waterloo Capital, L.P.: IJR position timeline

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

Waterloo Capital, L.P. held 9,666 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,666 shares
    Change vs previous 13F +399 shares

    0.08% of the 13F portfolio, value $1,433,569.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 9,267 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $1,151,949.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, 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 ended2025-12-31
    13F 9,288 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $1,116,264.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, 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 ended2025-09-30
    13F 9,275 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $1,102,191.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, 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 ended2025-06-30
    13F 9,265 shares
    Change vs previous 13F -1,550 shares

    0.08% of the 13F portfolio, value $1,012,554.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, 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 ended2025-03-31
    13F 10,815 shares
    Change vs previous 13F +644 shares

    0.11% of the 13F portfolio, value $1,130,887.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, 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 ended2024-12-31
    13F 10,171 shares
    Change vs previous 13F -355 shares

    0.12% of the 13F portfolio, value $1,171,882.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, 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 ended2024-09-30
    13F 10,526 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,231,067.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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