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FORTE ASSET MANAGEMENT LLC: IJH position timeline

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

FORTE ASSET MANAGEMENT LLC held 29,367 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,367 shares
    Change vs previous 13F -72 shares

    0.85% of the 13F portfolio, value $2,112,956.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,439 shares
    Change vs previous 13F +213 shares

    0.93% of the 13F portfolio, value $2,270,041.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,226 shares
    Change vs previous 13F +132 shares

    0.87% of the 13F portfolio, value $1,973,632.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,094 shares
    Change vs previous 13F +2,599 shares

    0.87% of the 13F portfolio, value $1,920,204.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,495 shares
    Change vs previous 13F -1,353 shares

    0.83% of the 13F portfolio, value $1,729,064.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,848 shares
    Change vs previous 13F -276 shares

    0.88% of the 13F portfolio, value $1,727,133.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,124 shares
    Change vs previous 13F -2,212 shares

    0.83% of the 13F portfolio, value $1,641,035.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,336 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,890,236.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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