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Disclosery

Newton One Investments LLC: IJH position timeline

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

Newton One Investments LLC held 295,677 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 295,677 shares
    Change vs previous 13F +1,931 shares

    5.43% of the 13F portfolio, value $21,273,991.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 293,746 shares
    Change vs previous 13F -6,209 shares

    5.7% of the 13F portfolio, value $22,650,743.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 299,955 shares
    Change vs previous 13F +2,799 shares

    5.5% of the 13F portfolio, value $20,255,974.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 297,156 shares
    Change vs previous 13F -3,079 shares

    5.79% of the 13F portfolio, value $19,612,319.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 300,235 shares
    Change vs previous 13F +1,360 shares

    5.8% of the 13F portfolio, value $19,593,346.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 298,875 shares
    Change vs previous 13F +18,018 shares

    5.83% of the 13F portfolio, value $18,536,252.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 280,857 shares
    Change vs previous 13F +3,260 shares

    5.86% of the 13F portfolio, value $16,388,005.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 277,597 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $17,297,072.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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