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Disclosery

Palisades Hudson Asset Management, L.P.: IJT 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 IJT, newest first. How the timeline and the estimate are built.

Palisades Hudson Asset Management, L.P. held 96,350 IJT 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 96,350 shares
    Change vs previous 13F -2,680 shares

    6.02% of the 13F portfolio, value $17,208,000.

    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 99,030 shares
    Change vs previous 13F +746 shares

    5.59% of the 13F portfolio, value $14,331,000.

    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 98,284 shares
    Change vs previous 13F -7,086 shares

    5.38% of the 13F portfolio, value $13,874,000.

    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 105,370 shares
    Change vs previous 13F +320 shares

    5.41% of the 13F portfolio, value $14,910,000.

    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 105,050 shares
    Change vs previous 13F +9,149 shares

    5.47% of the 13F portfolio, value $13,976,000.

    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 95,901 shares
    Change vs previous 13F -3,110 shares

    5.42% of the 13F portfolio, value $11,940,000.

    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 99,011 shares
    Change vs previous 13F -1,821 shares

    5.65% of the 13F portfolio, value $13,403,000.

    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 100,832 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $14,065,000.

    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).