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HENGEHOLD CAPITAL MANAGEMENT LLC: IBTJ position timeline

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

HENGEHOLD CAPITAL MANAGEMENT LLC held 1,114,945 IBTJ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,114,945 shares
    Change vs previous 13F +74,391 shares

    1.87% of the 13F portfolio, value $24,138,560.

    13F-HR 0001536430-26-000003 filed by HENGEHOLD CAPITAL MANAGEMENT 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 1,040,554 shares
    Change vs previous 13F +39,934 shares

    1.99% of the 13F portfolio, value $22,728,823.

    13F-HR 0001536430-26-000002 filed by HENGEHOLD CAPITAL 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 ended2025-12-31
    13F 1,000,620 shares
    Change vs previous 13F +37,182 shares

    1.85% of the 13F portfolio, value $21,958,601.

    13F-HR 0001536430-26-000001 filed by HENGEHOLD CAPITAL 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 ended2025-09-30
    13F 963,438 shares
    Change vs previous 13F +41,895 shares

    1.81% of the 13F portfolio, value $21,152,279.

    13F-HR 0001536430-25-000003 filed by HENGEHOLD CAPITAL 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 ended2025-06-30
    13F 921,543 shares
    Change vs previous 13F +174,926 shares

    1.84% of the 13F portfolio, value $20,200,230.

    13F-HR 0001085146-25-003918 filed by HENGEHOLD CAPITAL 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 ended2025-03-31
    13F 746,617 shares
    Change vs previous 13F +104,908 shares

    1.55% of the 13F portfolio, value $16,253,858.

    13F-HR 0001085146-25-002168 filed by HENGEHOLD CAPITAL 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 ended2024-12-31
    13F 641,709 shares
    Change vs previous 13F +27,748 shares

    1.29% of the 13F portfolio, value $13,685,281.

    13F-HR 0001085146-25-000313 filed by HENGEHOLD CAPITAL 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 ended2024-09-30
    13F 613,961 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $13,571,609.

    13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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