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Disclosery

DAVENPORT & Co LLC: IYH position timeline

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

DAVENPORT & Co LLC held 26,354 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,354 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $1,765,975.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & 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 26,569 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $1,637,707.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & 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 26,686 shares
    Change vs previous 13F +1,204 shares

    0.01% of the 13F portfolio, value $1,737,266.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & 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 25,482 shares
    Change vs previous 13F -422 shares

    0.01% of the 13F portfolio, value $1,496,312.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & 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 25,904 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $1,463,077.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & 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 25,740 shares
    Change vs previous 13F +3,555 shares

    0.01% of the 13F portfolio, value $1,567,284.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & 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 22,185 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $1,292,717.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & 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 22,180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,441,707.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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