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Disclosery

INVESTMENT HOUSE LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT HOUSE LLC on XYZ, newest first. How the timeline and the estimate are built.

INVESTMENT HOUSE LLC held 42,693 XYZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 42,693 shares
    Change vs previous 13F -1,900 shares

    0.15% of the 13F portfolio, value $3,244,668.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 44,593 shares
    Change vs previous 13F -3,300 shares

    0.14% of the 13F portfolio, value $2,683,607.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 47,893 shares
    Change vs previous 13F -3,425 shares

    0.15% of the 13F portfolio, value $3,117,355.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 51,318 shares
    Change vs previous 13F +440 shares

    0.18% of the 13F portfolio, value $3,708,752.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 50,878 shares
    Change vs previous 13F -17,640 shares

    0.17% of the 13F portfolio, value $3,456,143.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 68,518 shares
    Change vs previous 13F +875 shares

    0.21% of the 13F portfolio, value $3,722,583.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 67,643 shares
    Change vs previous 13F -140 shares

    0.31% of the 13F portfolio, value $5,748,979.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 67,783 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,550,273.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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