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DHJJ Financial Advisors, Ltd.: IHDG position timeline

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

DHJJ Financial Advisors, Ltd. held 43,028 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,028 shares
    Change vs previous 13F -1,387 shares

    0.65% of the 13F portfolio, value $2,253,787.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 44,415 shares
    Change vs previous 13F -3,039 shares

    0.71% of the 13F portfolio, value $2,138,561.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 47,454 shares
    Change vs previous 13F -3,968 shares

    0.77% of the 13F portfolio, value $2,309,090.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 51,422 shares
    Change vs previous 13F -1,603 shares

    0.8% of the 13F portfolio, value $2,369,525.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 53,025 shares
    Change vs previous 13F -142 shares

    0.86% of the 13F portfolio, value $2,388,769.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 53,167 shares
    Change vs previous 13F -650 shares

    0.93% of the 13F portfolio, value $2,307,441.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 53,817 shares
    Change vs previous 13F +374 shares

    0.91% of the 13F portfolio, value $2,339,406.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 53,443 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,442,352.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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