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Disclosery

Balboa Wealth Partners: IJH position timeline

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

Balboa Wealth Partners held 9,553 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,553 shares
    Change vs previous 13F -825 shares

    0.1% of the 13F portfolio, value $736,646.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 10,378 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $700,841.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 10,396 shares
    Change vs previous 13F +32 shares

    0.11% of the 13F portfolio, value $686,157.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 10,364 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $676,382.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 10,394 shares
    Change vs previous 13F +1,161 shares

    0.13% of the 13F portfolio, value $644,648.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 9,233 shares
    Change vs previous 13F +264 shares

    0.13% of the 13F portfolio, value $538,746.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 8,969 shares
    Change vs previous 13F +5,411 shares

    0.13% of the 13F portfolio, value $558,855.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 3,558 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $221,727.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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