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Disclosery

BSW Wealth Partners: IJH position timeline

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

BSW Wealth Partners held 69,167 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,167 shares
    Change vs previous 13F -1,567 shares

    0.59% of the 13F portfolio, value $5,333,482.

    13F-HR 0001512601-26-000007 filed by BSW 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 70,734 shares
    Change vs previous 13F -1,187 shares

    0.58% of the 13F portfolio, value $4,776,693.

    13F-HR 0001512601-26-000005 filed by BSW 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 71,921 shares
    Change vs previous 13F -3,753 shares

    0.57% of the 13F portfolio, value $4,746,803.

    13F-HR 0001512601-26-000003 filed by BSW 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 75,674 shares
    Change vs previous 13F -1,224 shares

    0.62% of the 13F portfolio, value $4,938,455.

    13F-HR 0001512601-25-000013 filed by BSW 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 76,898 shares
    Change vs previous 13F -2,969 shares

    0.65% of the 13F portfolio, value $4,769,196.

    13F-HR 0001512601-25-000009 filed by BSW 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 79,867 shares
    Change vs previous 13F +1,456 shares

    0.71% of the 13F portfolio, value $4,660,261.

    13F-HR 0001512601-25-000007 filed by BSW 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 78,411 shares
    Change vs previous 13F -6,241 shares

    0.72% of the 13F portfolio, value $4,885,721.

    13F-HR 0001512601-25-000003 filed by BSW 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 84,652 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,275,505.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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