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Disclosery

BURKETT FINANCIAL SERVICES, LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKETT FINANCIAL SERVICES, LLC on IJH, newest first. How the timeline and the estimate are built.

BURKETT FINANCIAL SERVICES, LLC held 266,233 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 266,233 shares
    Change vs previous 13F +6,267 shares

    5.78% of the 13F portfolio, value $19,155,524.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 259,966 shares
    Change vs previous 13F +963 shares

    6.27% of the 13F portfolio, value $20,046,028.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 259,003 shares
    Change vs previous 13F -2,018 shares

    5.99% of the 13F portfolio, value $17,490,512.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 261,021 shares
    Change vs previous 13F +4,798 shares

    5.88% of the 13F portfolio, value $17,227,437.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 256,223 shares
    Change vs previous 13F +3,231 shares

    5.76% of the 13F portfolio, value $16,721,128.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 252,992 shares
    Change vs previous 13F +14,467 shares

    5.65% of the 13F portfolio, value $15,690,576.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 238,525 shares
    Change vs previous 13F +4,773 shares

    5.67% of the 13F portfolio, value $13,917,922.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 233,752 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $14,565,086.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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