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Johnson Bixby & Associates, LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Bixby & Associates, LLC on IBHF, newest first. How the timeline and the estimate are built.

Johnson Bixby & Associates, LLC held 15,121 IBHF 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 15,121 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $342,490.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 15,027 shares
    Change vs previous 13F +64 shares

    0.04% of the 13F portfolio, value $344,861.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 14,963 shares
    Change vs previous 13F +140 shares

    0.04% of the 13F portfolio, value $345,351.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 14,823 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $346,704.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 14,719 shares
    Change vs previous 13F +297 shares

    0.05% of the 13F portfolio, value $341,922.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 14,422 shares
    Change vs previous 13F +2,107 shares

    0.05% of the 13F portfolio, value $334,885.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 12,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $285,092.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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