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RPg Family Wealth Advisory, LLC: IHY position timeline

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

RPg Family Wealth Advisory, LLC held 339,727 IHY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 339,727 shares
    Change vs previous 13F -58,663 shares

    1.23% of the 13F portfolio, value $7,358,480.

    13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, 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 398,390 shares
    Change vs previous 13F +49,813 shares

    1.78% of the 13F portfolio, value $8,544,751.

    13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, 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 348,577 shares
    Change vs previous 13F -625 shares

    1.69% of the 13F portfolio, value $7,668,704.

    13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, 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 349,202 shares
    Change vs previous 13F +9,715 shares

    1.69% of the 13F portfolio, value $7,727,858.

    13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, 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 339,487 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,485,688.

    13F-HR 0001569884-25-000010 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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