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Plum Street Advisors, LLC: ISHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on ISHG, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 104,941 ISHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,941 shares
    Change vs previous 13F +5,019 shares

    2.49% of the 13F portfolio, value $7,791,345.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 99,922 shares
    Change vs previous 13F +8,434 shares

    2.57% of the 13F portfolio, value $7,412,634.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 91,488 shares
    Change vs previous 13F +8,176 shares

    2.45% of the 13F portfolio, value $6,883,557.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 83,312 shares
    Change vs previous 13F +2,245 shares

    2.45% of the 13F portfolio, value $6,346,708.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 81,067 shares
    Change vs previous 13F +5,055 shares

    2.74% of the 13F portfolio, value $6,206,490.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 76,012 shares
    Change vs previous 13F +3,078 shares

    2.58% of the 13F portfolio, value $5,349,725.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 72,934 shares
    Change vs previous 13F +3,646 shares

    2.43% of the 13F portfolio, value $4,913,564.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 69,288 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,125,580.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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