DEFINED WEALTH MANAGEMENT, LLC: IJH position timeline

DEFINED WEALTH MANAGEMENT, LLC held 6,757 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,757 shares

   Change vs previous 13F +39 shares

   0.27% of the 13F portfolio, value $521,032.

   13F-HR 0001849518-26-000005 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,718 shares

   Change vs previous 13F +32 shares

   0.27% of the 13F portfolio, value $453,667.

   13F-HR 0001849518-26-000004 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,686 shares

   Change vs previous 13F -58 shares

   0.25% of the 13F portfolio, value $441,276.

   13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,744 shares

   Change vs previous 13F -50 shares

   0.26% of the 13F portfolio, value $440,113.

   13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,794 shares

   Change vs previous 13F -23 shares

   0.26% of the 13F portfolio, value $421,364.

   13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 6,817 shares

   Change vs previous 13F -30 shares

   0.27% of the 13F portfolio, value $397,772.

   13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,847 shares

   Change vs previous 13F -161 shares

   0.28% of the 13F portfolio, value $426,637.

   13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,008 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $436,739.

   13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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