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Disclosery

4WEALTH ADVISORS, INC.: IJH position timeline

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

4WEALTH ADVISORS, INC. held 35,104 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,104 shares
    Change vs previous 13F +29,297 shares

    1.76% of the 13F portfolio, value $2,540,512.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,807 shares
    Change vs previous 13F +258 shares

    0.34% of the 13F portfolio, value $444,388.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 5,549 shares
    Change vs previous 13F +840 shares

    0.31% of the 13F portfolio, value $363,985.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 4,709 shares
    Change vs previous 13F +120 shares

    0.27% of the 13F portfolio, value $310,814.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 4,589 shares
    Change vs previous 13F +1,125 shares

    0.28% of the 13F portfolio, value $299,453.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    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 3,464 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $214,868.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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