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

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

Whitaker-Myers Wealth Managers, LTD. held 31,670 ISRA 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 31,670 shares
    Change vs previous 13F -1,698 shares

    0.34% of the 13F portfolio, value $2,111,555.

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

  2. period ended2026-06-30
    13F 33,368 shares
    Change vs previous 13F -1,265 shares

    0.36% of the 13F portfolio, value $2,164,412.

    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 34,633 shares
    Change vs previous 13F -2,894 shares

    0.42% of the 13F portfolio, value $2,094,010.

    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 37,527 shares
    Change vs previous 13F -5,532 shares

    0.46% of the 13F portfolio, value $2,206,754.

    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 43,059 shares
    Change vs previous 13F -261,695 shares

    0.51% of the 13F portfolio, value $2,350,795.

    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 304,754 shares
    Change vs previous 13F +11,666 shares

    3.98% of the 13F portfolio, value $15,796,395.

    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 293,088 shares
    Change vs previous 13F +21,106 shares

    3.47% of the 13F portfolio, value $12,363,575.

    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 271,982 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $11,845,963.

    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).