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

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

Whitaker-Myers Wealth Managers, LTD. held 34,945 IJK 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 34,945 shares
    Change vs previous 13F -1,954 shares

    0.62% of the 13F portfolio, value $3,830,376.

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

  2. period ended2026-06-30
    13F 36,899 shares
    Change vs previous 13F +1,474 shares

    0.72% of the 13F portfolio, value $4,335,664.

    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 35,425 shares
    Change vs previous 13F +4,675 shares

    0.71% of the 13F portfolio, value $3,564,414.

    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 30,750 shares
    Change vs previous 13F +6,823 shares

    0.62% of the 13F portfolio, value $2,979,071.

    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 23,927 shares
    Change vs previous 13F +8,245 shares

    0.5% of the 13F portfolio, value $2,294,362.

    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 15,682 shares
    Change vs previous 13F +2,070 shares

    0.36% of the 13F portfolio, value $1,426,707.

    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 13,612 shares
    Change vs previous 13F +2,608 shares

    0.32% of the 13F portfolio, value $1,133,574.

    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 11,004 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,000,624.

    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).