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Disclosery

Axis Wealth Partners, LLC: IJH position timeline

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

Axis Wealth Partners, LLC held 30,969 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,969 shares
    Change vs previous 13F -748 shares

    1.15% of the 13F portfolio, value $2,388,008.

    13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, 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 31,717 shares
    Change vs previous 13F -278 shares

    1.14% of the 13F portfolio, value $2,141,852.

    13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, 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 31,995 shares
    Change vs previous 13F -10,862 shares

    1.17% of the 13F portfolio, value $2,111,637.

    13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, 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 42,857 shares
    Change vs previous 13F -9,808 shares

    1.64% of the 13F portfolio, value $2,796,843.

    13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, 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 52,665 shares
    Change vs previous 13F -2,820 shares

    2.15% of the 13F portfolio, value $3,266,273.

    13F-HR 0002063364-25-000125 filed by Axis Wealth Partners, 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 55,485 shares
    Change vs previous 13F +36,170 shares

    2.39% of the 13F portfolio, value $3,237,571.

    13F-HR 0002063364-25-000049 filed by Axis Wealth Partners, 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 19,315 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,203,506.

    13F-HR 0002052531-25-000002 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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