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Palisades Hudson Asset Management, L.P.: IJS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palisades Hudson Asset Management, L.P. on IJS, newest first. How the timeline and the estimate are built.

Palisades Hudson Asset Management, L.P. held 273,676 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,676 shares
    Change vs previous 13F -7,964 shares

    13.09% of the 13F portfolio, value $37,406,000.

    13F-HR 0001388443-26-000007 filed by Palisades Hudson Asset Management, L.P.
    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 281,640 shares
    Change vs previous 13F -2,517 shares

    13% of the 13F portfolio, value $33,360,000.

    13F-HR 0001388443-26-000004 filed by Palisades Hudson Asset Management, L.P.
    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 284,157 shares
    Change vs previous 13F -20,850 shares

    12.53% of the 13F portfolio, value $32,314,000.

    13F-HR 0001388443-26-000001 filed by Palisades Hudson Asset Management, L.P.
    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 305,007 shares
    Change vs previous 13F +4,146 shares

    12.24% of the 13F portfolio, value $33,731,000.

    13F-HR 0001388443-25-000008 filed by Palisades Hudson Asset Management, L.P.
    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 300,861 shares
    Change vs previous 13F +19,262 shares

    11.71% of the 13F portfolio, value $29,933,000.

    13F-HR 0001388443-25-000005 filed by Palisades Hudson Asset Management, L.P.
    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 281,599 shares
    Change vs previous 13F -9,525 shares

    12.46% of the 13F portfolio, value $27,450,000.

    13F-HR 0001388443-25-000004 filed by Palisades Hudson Asset Management, L.P.
    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 291,124 shares
    Change vs previous 13F -1,306 shares

    13.32% of the 13F portfolio, value $31,619,000.

    13F-HR 0001388443-25-000001 filed by Palisades Hudson Asset Management, L.P.
    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 292,430 shares
    Change vs previous 13F not available

    13.28% of the 13F portfolio, value $31,483,000.

    13F-HR 0001388443-24-000006 filed by Palisades Hudson Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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