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Disclosery

Apex Wealth Management, LLC: IJH position timeline

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

Apex Wealth Management, LLC held 29,810 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,810 shares
    Change vs previous 13F +751 shares

    1.4% of the 13F portfolio, value $2,298,657.

    13F-HR 0001951757-26-001214 filed by Apex 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 29,059 shares
    Change vs previous 13F +29,059 shares

    1.35% of the 13F portfolio, value $1,962,333.

    13F-HR 0001951757-26-000606 filed by Apex 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 0 shares
    Change vs previous 13F -29,682 shares

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 29,682 shares
    Change vs previous 13F +95 shares

    1.38% of the 13F portfolio, value $1,937,079.

    13F-HR 0001951757-25-001187 filed by Apex 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 29,587 shares
    Change vs previous 13F -572 shares

    1.47% of the 13F portfolio, value $1,835,009.

    13F-HR 0001951757-25-001052 filed by Apex 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 30,159 shares
    Change vs previous 13F +1,737 shares

    1.58% of the 13F portfolio, value $1,759,757.

    13F-HR 0001951757-25-000478 filed by Apex 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 28,422 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,770,995.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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