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Disclosery

Avondale Wealth Management: IJH position timeline

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

Avondale Wealth Management held 313,179 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,179 shares
    Change vs previous 13F +16,188 shares

    9.85% of the 13F portfolio, value $24,149,241.

    13F-HR 0001214659-26-008458 filed by Avondale 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 296,991 shares
    Change vs previous 13F +13,523 shares

    9.86% of the 13F portfolio, value $20,055,794.

    13F-HR 0001214659-26-004671 filed by Avondale 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 283,468 shares
    Change vs previous 13F +7,739 shares

    9.62% of the 13F portfolio, value $18,708,899.

    13F-HR 0001214659-26-002075 filed by Avondale 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 275,729 shares
    Change vs previous 13F -4,777 shares

    9.59% of the 13F portfolio, value $17,994,091.

    13F-HR 0001214659-25-016789 filed by Avondale 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 280,506 shares
    Change vs previous 13F +9,635 shares

    9.72% of the 13F portfolio, value $17,396,997.

    13F-HR 0001738720-25-000003 filed by Avondale 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 270,871 shares
    Change vs previous 13F +15,914 shares

    9.95% of the 13F portfolio, value $15,805,340.

    13F-HR 0001738720-25-000002 filed by Avondale 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 254,957 shares
    Change vs previous 13F -4,816 shares

    10.18% of the 13F portfolio, value $15,886,348.

    13F-HR 0001738720-25-000001 filed by Avondale 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 259,773 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $16,189,063.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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