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West Coast Financial LLC: IJR position timeline

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

West Coast Financial LLC held 0 IJR shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,411,199 shares

    13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
    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 ended2025-03-31
    13F 1,411,199 shares
    Change vs previous 13F +179,709 shares

    16.85% of the 13F portfolio, value $147,569,125.

    13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,231,490 shares
    Change vs previous 13F +691 shares

    15.63% of the 13F portfolio, value $141,892,302.

    13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,230,799 shares
    Change vs previous 13F +5,592 shares

    15.83% of the 13F portfolio, value $143,954,254.

    13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,225,207 shares
    Change vs previous 13F +17,914 shares

    15.48% of the 13F portfolio, value $130,680,535.

    13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,207,293 shares
    Change vs previous 13F +52,060 shares

    16.19% of the 13F portfolio, value $133,430,063.

    13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,155,233 shares
    Change vs previous 13F +311,569 shares

    16.41% of the 13F portfolio, value $125,054,075.

    13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 843,664 shares
    Change vs previous 13F not available

    11.87% of the 13F portfolio, value $79,582,820.

    13F-HR 0001085146-23-004057 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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