Live Oak Private Wealth LLC: IJH position timeline

Live Oak Private Wealth LLC held 7,656 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,656 shares

   Change vs previous 13F +257 shares

   0.07% of the 13F portfolio, value $590,354.

   13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,399 shares

   Change vs previous 13F +39 shares

   0.07% of the 13F portfolio, value $499,654.

   13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,360 shares

   Change vs previous 13F +5 shares

   0.07% of the 13F portfolio, value $485,760.

   13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,355 shares

   Change vs previous 13F +5 shares

   0.07% of the 13F portfolio, value $479,987.

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,350 shares

   Change vs previous 13F -5 shares

   0.07% of the 13F portfolio, value $455,847.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,355 shares

   Change vs previous 13F +9 shares

   0.07% of the 13F portfolio, value $429,164.

   13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 7,346 shares

   Change vs previous 13F -80 shares

   0.08% of the 13F portfolio, value $457,729.

   13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,426 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $462,788.

   13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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