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Willis Johnson & Associates, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on IJR, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 6,221 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,221 shares
    Change vs previous 13F -5,504 shares

    0.05% of the 13F portfolio, value $922,628.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 11,725 shares
    Change vs previous 13F -14,369 shares

    0.09% of the 13F portfolio, value $1,457,588.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 26,094 shares
    Change vs previous 13F -92,965 shares

    0.19% of the 13F portfolio, value $3,135,964.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    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 119,059 shares
    Change vs previous 13F -95,943 shares

    0.88% of the 13F portfolio, value $14,147,782.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    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 215,002 shares
    Change vs previous 13F +16,787 shares

    1.6% of the 13F portfolio, value $23,497,517.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    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 198,215 shares
    Change vs previous 13F +1,534 shares

    1.57% of the 13F portfolio, value $20,727,297.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 196,681 shares
    Change vs previous 13F +5,853 shares

    1.74% of the 13F portfolio, value $22,661,543.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    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 190,828 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $22,319,201.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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