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Disclosery

XML Financial, LLC: IJR position timeline

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

XML Financial, LLC held 81,300 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,300 shares
    Change vs previous 13F -3,037 shares

    0.88% of the 13F portfolio, value $12,057,567.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 84,337 shares
    Change vs previous 13F -39,823 shares

    0.85% of the 13F portfolio, value $10,483,979.

    13F-HR 0001725547-26-000139 filed by XML 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 ended2025-12-31
    13F 124,160 shares
    Change vs previous 13F -4,670 shares

    1.22% of the 13F portfolio, value $14,921,518.

    13F-HR 0001725547-26-000074 filed by XML 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 ended2025-09-30
    13F 128,830 shares
    Change vs previous 13F -1,369 shares

    1.25% of the 13F portfolio, value $15,308,876.

    13F-HR 0001725547-25-004125 filed by XML 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 ended2025-06-30
    13F 130,199 shares
    Change vs previous 13F -55,603 shares

    1.23% of the 13F portfolio, value $14,229,460.

    13F-HR 0001725547-25-003469 filed by XML 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 ended2025-03-31
    13F 185,802 shares
    Change vs previous 13F +31,168 shares

    1.81% of the 13F portfolio, value $19,429,332.

    13F-HR 0001725547-25-001441 filed by XML 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 ended2024-12-31
    13F 154,634 shares
    Change vs previous 13F +13,529 shares

    1.63% of the 13F portfolio, value $17,816,907.

    13F-HR 0001725547-25-000138 filed by XML 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 ended2024-09-30
    13F 141,105 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $16,503,688.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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