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Whitaker-Myers Wealth Managers, LTD.: IJJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on IJJ, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 26,987 IJJ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,987 shares
    Change vs previous 13F -2,296 shares

    0.61% of the 13F portfolio, value $3,716,429.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,283 shares
    Change vs previous 13F +1,616 shares

    0.72% of the 13F portfolio, value $4,326,021.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,667 shares
    Change vs previous 13F +3,973 shares

    0.73% of the 13F portfolio, value $3,665,893.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,694 shares
    Change vs previous 13F +5,054 shares

    0.65% of the 13F portfolio, value $3,117,861.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,640 shares
    Change vs previous 13F +5,848 shares

    0.53% of the 13F portfolio, value $2,417,976.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,792 shares
    Change vs previous 13F +1,690 shares

    0.4% of the 13F portfolio, value $1,580,779.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,102 shares
    Change vs previous 13F +1,694 shares

    0.37% of the 13F portfolio, value $1,329,282.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,408 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,175,678.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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