Skip to content
Disclosery

WestEnd Advisors, LLC: IJR position timeline

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

WestEnd Advisors, LLC held 847,232 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 847,232 shares
    Change vs previous 13F -90,018 shares

    2.8% of the 13F portfolio, value $125,657,038.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 937,250 shares
    Change vs previous 13F +21,952 shares

    2.81% of the 13F portfolio, value $116,512,944.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 915,298 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $110,003,725.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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