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Affiance Financial, LLC: IJH position timeline

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

Affiance Financial, LLC held 163,824 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,824 shares
    Change vs previous 13F -4,350 shares

    1.82% of the 13F portfolio, value $12,632,536.

    13F-HR 0001723681-26-000004 filed by Affiance 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 168,174 shares
    Change vs previous 13F -301 shares

    1.84% of the 13F portfolio, value $11,356,807.

    13F-HR 0001723681-26-000003 filed by Affiance 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 168,475 shares
    Change vs previous 13F -1,551 shares

    1.79% of the 13F portfolio, value $11,119,363.

    13F-HR 0001723681-26-000001 filed by Affiance 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 170,026 shares
    Change vs previous 13F -596 shares

    2.02% of the 13F portfolio, value $11,095,928.

    13F-HR 0001085146-25-005939 filed by Affiance 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 170,622 shares
    Change vs previous 13F -4,769 shares

    2.15% of the 13F portfolio, value $10,582,006.

    13F-HR 0001085146-25-003718 filed by Affiance 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 175,391 shares
    Change vs previous 13F -8,471 shares

    2.38% of the 13F portfolio, value $10,234,066.

    13F-HR 0001085146-25-001968 filed by Affiance 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 183,862 shares
    Change vs previous 13F -5,952 shares

    2.74% of the 13F portfolio, value $11,456,464.

    13F-HR 0001085146-25-000379 filed by Affiance 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 189,814 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $11,829,234.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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