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Disclosery

Accurate Wealth Management, LLC: IJH position timeline

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

Accurate Wealth Management, LLC held 88,321 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,321 shares
    Change vs previous 13F -8,622 shares

    0.64% of the 13F portfolio, value $6,683,213.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, 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 96,943 shares
    Change vs previous 13F +8,371 shares

    0.82% of the 13F portfolio, value $6,829,955.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, 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 88,572 shares
    Change vs previous 13F +7,030 shares

    0.78% of the 13F portfolio, value $6,120,280.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, 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 81,542 shares
    Change vs previous 13F -3,665 shares

    0.71% of the 13F portfolio, value $5,306,782.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, 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 85,207 shares
    Change vs previous 13F +3,108 shares

    0.83% of the 13F portfolio, value $5,452,385.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, 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 82,099 shares
    Change vs previous 13F +10,148 shares

    0.85% of the 13F portfolio, value $4,463,723.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, 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 71,951 shares
    Change vs previous 13F +14,872 shares

    0.85% of the 13F portfolio, value $4,453,051.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, 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 57,079 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,609,648.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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