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Choice Wealth Advisors LLC: IHDG position timeline

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

Choice Wealth Advisors LLC held 42,460 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,460 shares
    Change vs previous 13F -8,420 shares

    0.78% of the 13F portfolio, value $2,224,042.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 50,880 shares
    Change vs previous 13F -307,255 shares

    0.96% of the 13F portfolio, value $2,449,884.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 358,135 shares
    Change vs previous 13F +404 shares

    6.89% of the 13F portfolio, value $17,426,828.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 357,731 shares
    Change vs previous 13F +12,559 shares

    7.07% of the 13F portfolio, value $16,484,238.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 345,172 shares
    Change vs previous 13F +361 shares

    7.03% of the 13F portfolio, value $15,549,983.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 344,811 shares
    Change vs previous 13F -42 shares

    7.8% of the 13F portfolio, value $14,964,779.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 344,853 shares
    Change vs previous 13F +9,842 shares

    7.66% of the 13F portfolio, value $14,990,767.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 335,011 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $15,310,012.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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