Costello Asset Management, INC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on IJH, newest first. How the timeline and the estimate are built.
Costello Asset Management, INC held 16,279 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,279 sharesChange vs previous 13F -252 shares
0.38% of the 13F portfolio, value $1,255,299.
13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,531 sharesChange vs previous 13F -360 shares
0.39% of the 13F portfolio, value $1,116,338.
13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,891 sharesChange vs previous 13F -2,188 shares
0.37% of the 13F portfolio, value $1,114,806.
13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,079 sharesChange vs previous 13F -1,147 shares
0.42% of the 13F portfolio, value $1,245,120.
13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,226 sharesChange vs previous 13F -1,752 shares
0.47% of the 13F portfolio, value $1,254,390.
13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,978 sharesChange vs previous 13F -2,034 shares
0.52% of the 13F portfolio, value $1,282,397.
13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,012 sharesChange vs previous 13F +23,611 shares
0.99% of the 13F portfolio, value $1,496,206.
13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 401 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $25,007.
13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).