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Delta Wealth Advisors LLC: IJH position timeline

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

Delta Wealth Advisors LLC held 76,495 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 76,495 shares
    Change vs previous 13F -971 shares

    3.78% of the 13F portfolio, value $5,503,841.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,466 shares
    Change vs previous 13F -6,024 shares

    4.27% of the 13F portfolio, value $5,973,392.

    13F-HR 0002085853-26-000720 filed by Delta 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 ended2026-03-31
    13F 83,490 shares
    Change vs previous 13F -3,199 shares

    4.29% of the 13F portfolio, value $5,638,068.

    13F-HR 0002085853-26-000437 filed by Delta 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 ended2025-12-31
    13F 86,689 shares
    Change vs previous 13F -749 shares

    4.79% of the 13F portfolio, value $5,721,474.

    13F-HR 0002085853-26-000119 filed by Delta 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 ended2025-09-30
    13F 87,438 shares
    Change vs previous 13F +2,106 shares

    4.47% of the 13F portfolio, value $5,706,204.

    13F-HR 0002085853-25-000120 filed by Delta 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 ended2025-06-30
    13F 85,332 shares
    Change vs previous 13F +1,270 shares

    4.43% of the 13F portfolio, value $5,292,291.

    13F-HR 0002085853-25-000065 filed by Delta 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 ended2025-03-31
    13F 84,062 shares
    Change vs previous 13F +1,145 shares

    4.45% of the 13F portfolio, value $4,905,018.

    13F-HR 0002085853-25-000064 filed by Delta 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 ended2024-12-31
    13F 82,917 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $5,166,558.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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