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Stillwater Capital Advisors, LLC: IYH position timeline

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

Stillwater Capital Advisors, LLC held 73,540 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,540 shares
    Change vs previous 13F -580 shares

    0.5% of the 13F portfolio, value $4,927,916.

    13F-HR 0001482970-26-000005 filed by Stillwater Capital 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 74,120 shares
    Change vs previous 13F -7,311 shares

    0.52% of the 13F portfolio, value $4,568,757.

    13F-HR 0001482970-26-000004 filed by Stillwater Capital 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 81,431 shares
    Change vs previous 13F -238 shares

    0.57% of the 13F portfolio, value $5,301,159.

    13F-HR 0001482970-26-000001 filed by Stillwater Capital 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 81,669 shares
    Change vs previous 13F -730 shares

    0.54% of the 13F portfolio, value $4,795,604.

    13F-HR 0001482970-25-000006 filed by Stillwater Capital 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 82,399 shares
    Change vs previous 13F -395 shares

    0.59% of the 13F portfolio, value $4,653,896.

    13F-HR 0001482970-25-000004 filed by Stillwater Capital 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 82,794 shares
    Change vs previous 13F -15,991 shares

    0.7% of the 13F portfolio, value $5,041,327.

    13F-HR 0001482970-25-000003 filed by Stillwater Capital 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 98,785 shares
    Change vs previous 13F +3,794 shares

    0.71% of the 13F portfolio, value $5,756,202.

    13F-HR 0001482970-25-000001 filed by Stillwater Capital 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 94,991 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,174,415.

    13F-HR 0001482970-24-000005 filed by Stillwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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