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Abound Wealth Management: IJH position timeline

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

Abound Wealth Management held 10,706 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,706 shares
    Change vs previous 13F -7 shares

    0.16% of the 13F portfolio, value $825,541.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 10,713 shares
    Change vs previous 13F +4,178 shares

    0.16% of the 13F portfolio, value $723,453.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 6,535 shares
    Change vs previous 13F +27 shares

    0.1% of the 13F portfolio, value $431,328.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 6,508 shares
    Change vs previous 13F +182 shares

    0.11% of the 13F portfolio, value $424,702.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 6,326 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $392,367.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 6,354 shares
    Change vs previous 13F +1,322 shares

    0.12% of the 13F portfolio, value $370,775.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 5,032 shares
    Change vs previous 13F +206 shares

    0.1% of the 13F portfolio, value $313,554.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 4,826 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $300,770.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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