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Disclosery

Axim Planning & Wealth: IJH position timeline

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

Axim Planning & Wealth held 7,247 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,247 shares
    Change vs previous 13F +172 shares

    0.79% of the 13F portfolio, value $558,846.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 7,075 shares
    Change vs previous 13F +2,220 shares

    0.58% of the 13F portfolio, value $477,767.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 4,855 shares
    Change vs previous 13F +139 shares

    0.34% of the 13F portfolio, value $320,430.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 4,716 shares
    Change vs previous 13F -152 shares

    0.24% of the 13F portfolio, value $307,766.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    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 4,868 shares
    Change vs previous 13F +580 shares

    0.28% of the 13F portfolio, value $301,913.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    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 4,288 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $250,205.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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