HALSEY ASSOCIATES INC/CT: INVH position timeline

HALSEY ASSOCIATES INC/CT held 410,827 INVH shares at 2019-09-30 per its 13F-HR filed 2019-11-15.

the latest 13F is the newest step

1. period ended2019-09-30

   13F 410,827 shares

   Change vs previous 13F +12,070 shares

   1.93% of the 13F portfolio, value $12,165,000.

   13F-HR 0001034188-19-000004 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

2. period ended2019-06-30

   13F 398,757 shares

   Change vs previous 13F -68,295 shares

   1.9% of the 13F portfolio, value $10,659,000.

   13F-HR 0001034188-19-000003 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

3. period ended2019-03-31

   13F 467,052 shares

   Change vs previous 13F +23,542 shares

   1.87% of the 13F portfolio, value $11,363,000.

   13F-HR 0001034188-19-000002 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

4. period ended2018-12-31

   13F 443,510 shares

   Change vs previous 13F +56,397 shares

   1.68% of the 13F portfolio, value $8,906,000.

   13F-HR 0001034188-19-000001 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

5. period ended2018-09-30

   13F 387,113 shares

   Change vs previous 13F -1,032 shares

   1.58% of the 13F portfolio, value $8,869,000.

   13F-HR 0001034188-18-000004 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

6. period ended2018-06-30

   13F 388,145 shares

   Change vs previous 13F -16,785 shares

   1.74% of the 13F portfolio, value $8,951,000.

   13F-HR 0001034188-18-000003 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

7. period ended2018-03-31

   13F 404,930 shares

   Change vs previous 13F -3,419 shares

   1.63% of the 13F portfolio, value $9,245,000.

   13F-HR 0001034188-18-000002 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

8. period ended2017-12-31

   13F 408,349 shares

   Change vs previous 13F not available

   1.64% of the 13F portfolio, value $9,625,000.

   13F-HR 0001034188-18-000001 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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