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Disclosery

XML Financial, LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on IJH, newest first. How the timeline and the estimate are built.

XML Financial, LLC held 42,319 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,319 shares
    Change vs previous 13F +1,391 shares

    0.24% of the 13F portfolio, value $3,263,190.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 40,928 shares
    Change vs previous 13F +1,947 shares

    0.22% of the 13F portfolio, value $2,763,922.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 38,981 shares
    Change vs previous 13F -557 shares

    0.21% of the 13F portfolio, value $2,572,721.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 39,538 shares
    Change vs previous 13F -980 shares

    0.21% of the 13F portfolio, value $2,580,283.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 40,518 shares
    Change vs previous 13F +1,028 shares

    0.22% of the 13F portfolio, value $2,512,987.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 39,490 shares
    Change vs previous 13F +2,205 shares

    0.22% of the 13F portfolio, value $2,304,245.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 37,285 shares
    Change vs previous 13F +6,985 shares

    0.21% of the 13F portfolio, value $2,323,256.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 30,300 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,888,275.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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