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Disclosery

Clearstead Advisors, LLC: IJH position timeline

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

Clearstead Advisors, LLC held 944,567 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 944,567 shares
    Change vs previous 13F +16,974 shares

    0.69% of the 13F portfolio, value $72,835,532.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 927,593 shares
    Change vs previous 13F -13,779 shares

    0.57% of the 13F portfolio, value $62,640,318.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 941,372 shares
    Change vs previous 13F -3,652 shares

    0.78% of the 13F portfolio, value $62,130,555.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 945,024 shares
    Change vs previous 13F +4,922 shares

    0.9% of the 13F portfolio, value $61,672,272.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 940,102 shares
    Change vs previous 13F -46,245 shares

    0.82% of the 13F portfolio, value $58,305,153.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 986,347 shares
    Change vs previous 13F +22,863 shares

    0.89% of the 13F portfolio, value $57,553,355.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 963,484 shares
    Change vs previous 13F +5,089 shares

    0.91% of the 13F portfolio, value $60,034,669.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 958,395 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $59,727,190.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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