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InvesTrust: IJH position timeline

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

InvesTrust held 82,892 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,892 shares
    Change vs previous 13F -4,963 shares

    2.46% of the 13F portfolio, value $6,391,802.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 87,855 shares
    Change vs previous 13F +55 shares

    2.49% of the 13F portfolio, value $5,932,848.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 87,800 shares
    Change vs previous 13F +120 shares

    2.24% of the 13F portfolio, value $5,794,800.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 87,680 shares
    Change vs previous 13F -13 shares

    2.1% of the 13F portfolio, value $5,721,996.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 87,693 shares
    Change vs previous 13F -3,577 shares

    2.1% of the 13F portfolio, value $5,438,720.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 91,270 shares
    Change vs previous 13F -728 shares

    1.46% of the 13F portfolio, value $5,325,605.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 91,998 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,719,516.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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