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Core Wealth Advisors, Inc.: IJH position timeline

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

Core Wealth Advisors, Inc. held 276,572 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,572 shares
    Change vs previous 13F +3,222 shares

    4.29% of the 13F portfolio, value $21,326,499.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    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 273,350 shares
    Change vs previous 13F +4,206 shares

    4.41% of the 13F portfolio, value $18,459,319.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    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 269,144 shares
    Change vs previous 13F +14,002 shares

    4.61% of the 13F portfolio, value $17,763,522.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    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 255,142 shares
    Change vs previous 13F +6,857 shares

    4.34% of the 13F portfolio, value $16,650,559.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    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 248,285 shares
    Change vs previous 13F +6,311 shares

    4.43% of the 13F portfolio, value $15,398,655.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    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 241,974 shares
    Change vs previous 13F -10,184 shares

    4.49% of the 13F portfolio, value $14,119,172.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    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 252,158 shares
    Change vs previous 13F +340 shares

    5.18% of the 13F portfolio, value $15,711,973.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    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 251,818 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $15,693,291.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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