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Carl P. Sherr & Co., LLC: IJH position timeline

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

Carl P. Sherr & Co., LLC held 9,819 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 9,819 shares
    Change vs previous 13F -370 shares

    0.32% of the 13F portfolio, value $757,174.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 10,189 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $688,091.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 10,189 shares
    Change vs previous 13F -189 shares

    0.31% of the 13F portfolio, value $699,706.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 10,378 shares
    Change vs previous 13F -326 shares

    0.32% of the 13F portfolio, value $677,295.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 10,704 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $663,887.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 10,704 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $624,602.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 10,704 shares
    Change vs previous 13F -114 shares

    0.35% of the 13F portfolio, value $666,991.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 10,818 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $674,203.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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