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

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

Whitaker-Myers Wealth Managers, LTD. held 9,792 ISMD 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 9,792 shares
    Change vs previous 13F +665 shares

    0.07% of the 13F portfolio, value $453,878.

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

  2. period ended2026-06-30
    13F 9,127 shares
    Change vs previous 13F +334 shares

    0.08% of the 13F portfolio, value $456,306.

    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 8,793 shares
    Change vs previous 13F +1,014 shares

    0.07% of the 13F portfolio, value $351,457.

    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 7,779 shares
    Change vs previous 13F +129 shares

    0.06% of the 13F portfolio, value $300,114.

    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 7,650 shares
    Change vs previous 13F +354 shares

    0.06% of the 13F portfolio, value $297,264.

    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 7,296 shares
    Change vs previous 13F -406 shares

    0.07% of the 13F portfolio, value $259,237.

    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 7,702 shares
    Change vs previous 13F -297 shares

    0.07% of the 13F portfolio, value $262,797.

    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 7,999 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $300,132.

    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).