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CWS Financial Advisors, LLC: IJH position timeline

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

CWS Financial Advisors, LLC held 19,339 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,339 shares
    Change vs previous 13F +31 shares

    0.33% of the 13F portfolio, value $1,491,256.

    13F-HR 0001104659-26-088541 filed by CWS Financial 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 19,308 shares
    Change vs previous 13F -2,690 shares

    0.33% of the 13F portfolio, value $1,303,893.

    13F-HR 0001104659-26-049318 filed by CWS Financial 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 21,998 shares
    Change vs previous 13F +74 shares

    0.39% of the 13F portfolio, value $1,451,858.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 21,924 shares
    Change vs previous 13F -112 shares

    0.4% of the 13F portfolio, value $1,430,746.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 22,036 shares
    Change vs previous 13F +47 shares

    0.4% of the 13F portfolio, value $1,366,652.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 21,989 shares
    Change vs previous 13F -36 shares

    0.41% of the 13F portfolio, value $1,283,067.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 22,025 shares
    Change vs previous 13F +63 shares

    0.44% of the 13F portfolio, value $1,372,381.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 21,962 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,368,658.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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