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Charter Capital Management, LLC\DE: IJH position timeline

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

Charter Capital Management, LLC\DE held 916,606 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 916,606 shares
    Change vs previous 13F +13,359 shares

    31.29% of the 13F portfolio, value $70,679,494.

    13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
    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 903,247 shares
    Change vs previous 13F +16,503 shares

    30.54% of the 13F portfolio, value $60,996,302.

    13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
    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 886,744 shares
    Change vs previous 13F +19,316 shares

    30.22% of the 13F portfolio, value $58,525,090.

    13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
    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 867,428 shares
    Change vs previous 13F +6,949 shares

    30.54% of the 13F portfolio, value $56,608,321.

    13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
    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 860,479 shares
    Change vs previous 13F not available

    31.33% of the 13F portfolio, value $53,366,912.

    13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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