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Disclosery

Caldwell Trust Co: IJH position timeline

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

Caldwell Trust Co held 183,031 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,031 shares
    Change vs previous 13F +11,114 shares

    1.14% of the 13F portfolio, value $14,113,520.

    13F-HR 0001420506-26-001370 filed by Caldwell 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 171,917 shares
    Change vs previous 13F +11,762 shares

    1.04% of the 13F portfolio, value $11,609,555.

    13F-HR 0001420506-26-000706 filed by Caldwell 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 160,155 shares
    Change vs previous 13F +16,559 shares

    0.94% of the 13F portfolio, value $10,570,230.

    13F-HR 0001420506-26-000112 filed by Caldwell 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 143,596 shares
    Change vs previous 13F +2,117 shares

    0.88% of the 13F portfolio, value $9,371,075.

    13F-HR 0001420506-25-002900 filed by Caldwell 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 141,479 shares
    Change vs previous 13F +2,412 shares

    0.88% of the 13F portfolio, value $8,774,528.

    13F-HR 0001420506-25-002730 filed by Caldwell 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 139,067 shares
    Change vs previous 13F +14,430 shares

    0.87% of the 13F portfolio, value $8,114,559.

    13F-HR 0001420506-25-002738 filed by Caldwell 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 124,637 shares
    Change vs previous 13F +10,798 shares

    0.81% of the 13F portfolio, value $7,766,131.

    13F-HR 0001420506-25-002748 filed by Caldwell 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 113,839 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,094,446.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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