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Marietta Wealth Management, LLC: IHDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marietta Wealth Management, LLC on IHDG, newest first. How the timeline and the estimate are built.

Marietta Wealth Management, LLC held 389,425 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,425 shares
    Change vs previous 13F +13,673 shares

    2.1% of the 13F portfolio, value $20,398,082.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth 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 375,752 shares
    Change vs previous 13F +3,460 shares

    2.15% of the 13F portfolio, value $18,092,459.

    13F-HR 0001697847-26-000003 filed by Marietta Wealth 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 372,292 shares
    Change vs previous 13F +4,087 shares

    2.1% of the 13F portfolio, value $18,115,729.

    13F-HR 0001697847-26-000002 filed by Marietta Wealth 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 368,205 shares
    Change vs previous 13F +18,664 shares

    2.07% of the 13F portfolio, value $16,966,886.

    13F-HR 0001697847-25-000007 filed by Marietta Wealth 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 349,541 shares
    Change vs previous 13F +14,039 shares

    2.05% of the 13F portfolio, value $15,746,822.

    13F-HR 0001697847-25-000005 filed by Marietta Wealth 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 335,502 shares
    Change vs previous 13F +20,569 shares

    2.14% of the 13F portfolio, value $14,560,787.

    13F-HR 0001697847-25-000003 filed by Marietta Wealth 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 314,933 shares
    Change vs previous 13F +8,775 shares

    1.96% of the 13F portfolio, value $13,690,138.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth 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 306,158 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $13,991,421.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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