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Disclosery

Fox Financial, Inc: IJH position timeline

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

Fox Financial, Inc held 3,237 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,237 shares
    Change vs previous 13F -233 shares

    0.17% of the 13F portfolio, value $249,605.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 3,470 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $234,330.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 3,470 shares
    Change vs previous 13F -1,917 shares

    0.18% of the 13F portfolio, value $229,020.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 5,387 shares
    Change vs previous 13F -453 shares

    0.28% of the 13F portfolio, value $351,556.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 5,840 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $362,197.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 5,840 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $340,765.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 5,840 shares
    Change vs previous 13F -190 shares

    0.33% of the 13F portfolio, value $363,891.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 6,030 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $375,790.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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