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Disclosery

ENZI WEALTH: IJH position timeline

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

ENZI WEALTH held 27,574 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,574 shares
    Change vs previous 13F -37 shares

    0.66% of the 13F portfolio, value $2,083,767.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 27,611 shares
    Change vs previous 13F -975 shares

    0.65% of the 13F portfolio, value $1,864,571.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 28,586 shares
    Change vs previous 13F -7,706 shares

    0.7% of the 13F portfolio, value $1,984,726.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 36,292 shares
    Change vs previous 13F -171 shares

    0.82% of the 13F portfolio, value $2,335,027.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 36,463 shares
    Change vs previous 13F -210 shares

    0.85% of the 13F portfolio, value $2,313,213.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 36,673 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,084,860.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 36,673 shares
    Change vs previous 13F -222 shares

    0.91% of the 13F portfolio, value $2,401,348.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 36,895 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,339,143.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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