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Capital Asset Advisory Services LLC: IJH position timeline

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

Capital Asset Advisory Services LLC held 950,783 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 950,783 shares
    Change vs previous 13F +56,257 shares

    2.65% of the 13F portfolio, value $73,314,889.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 894,526 shares
    Change vs previous 13F +22,360 shares

    2.52% of the 13F portfolio, value $65,622,415.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory 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 ended2025-12-31
    13F 872,166 shares
    Change vs previous 13F +36,381 shares

    2.41% of the 13F portfolio, value $59,970,144.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory 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 ended2025-09-30
    13F 835,785 shares
    Change vs previous 13F +59,555 shares

    2.36% of the 13F portfolio, value $54,543,321.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory 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 ended2025-06-30
    13F 776,230 shares
    Change vs previous 13F +91,821 shares

    2.28% of the 13F portfolio, value $48,739,465.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory 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 ended2025-03-31
    13F 684,409 shares
    Change vs previous 13F +12,936 shares

    2.08% of the 13F portfolio, value $40,790,747.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory 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 ended2024-12-31
    13F 671,473 shares
    Change vs previous 13F +9,892 shares

    2.08% of the 13F portfolio, value $42,242,353.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory 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 ended2024-09-30
    13F 661,581 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $40,945,217.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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