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CASTLE WEALTH MANAGEMENT LLC: IJH position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 83,325 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,325 shares
    Change vs previous 13F -269 shares

    1.9% of the 13F portfolio, value $6,425,193.

    13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT 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 83,594 shares
    Change vs previous 13F +2,668 shares

    1.83% of the 13F portfolio, value $5,645,097.

    13F-HR 0001936420-26-000003 filed by CASTLE WEALTH MANAGEMENT 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 80,926 shares
    Change vs previous 13F +224 shares

    1.77% of the 13F portfolio, value $5,341,103.

    13F-HR 0001936420-26-000001 filed by CASTLE WEALTH MANAGEMENT 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 80,702 shares
    Change vs previous 13F +1,170 shares

    1.78% of the 13F portfolio, value $5,266,594.

    13F-HR 0001936420-25-000008 filed by CASTLE WEALTH MANAGEMENT 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 79,532 shares
    Change vs previous 13F -4,786 shares

    1.79% of the 13F portfolio, value $4,932,564.

    13F-HR 0001936420-25-000005 filed by CASTLE WEALTH MANAGEMENT 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 84,318 shares
    Change vs previous 13F +1,937 shares

    1.93% of the 13F portfolio, value $4,919,948.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT 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 82,381 shares
    Change vs previous 13F -1,730 shares

    2.02% of the 13F portfolio, value $5,133,130.

    13F-HR 0001936420-25-000001 filed by CASTLE WEALTH MANAGEMENT LLC
    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 84,111 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,241,815.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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