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Disclosery

Fiduciary Trust Co: IJR position timeline

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

Fiduciary Trust Co held 423,945 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 423,945 shares
    Change vs previous 13F -1,676 shares

    0.68% of the 13F portfolio, value $62,875,283.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 425,621 shares
    Change vs previous 13F -14,571 shares

    0.63% of the 13F portfolio, value $52,908,946.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 440,192 shares
    Change vs previous 13F -7,123 shares

    0.6% of the 13F portfolio, value $52,902,274.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 447,315 shares
    Change vs previous 13F -4,989 shares

    0.6% of the 13F portfolio, value $53,154,441.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 452,304 shares
    Change vs previous 13F -7,648 shares

    0.61% of the 13F portfolio, value $49,432,305.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 459,952 shares
    Change vs previous 13F +3,393 shares

    0.63% of the 13F portfolio, value $48,097,181.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 456,559 shares
    Change vs previous 13F -7,202 shares

    0.69% of the 13F portfolio, value $52,604,728.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 463,761 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $54,241,487.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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