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Fairway Wealth LLC: IJH position timeline

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

Fairway Wealth LLC held 211,922 IJH 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 211,922 shares
    Change vs previous 13F +5,440 shares

    3.74% of the 13F portfolio, value $16,340,830.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 206,482 shares
    Change vs previous 13F -317 shares

    3.68% of the 13F portfolio, value $13,942,226.

    13F-HR 0002019393-26-000002 filed by Fairway Wealth 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 206,799 shares
    Change vs previous 13F +7,813 shares

    3.68% of the 13F portfolio, value $13,648,748.

    13F-HR 0002019393-26-000001 filed by Fairway Wealth 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 198,986 shares
    Change vs previous 13F +7,325 shares

    3.64% of the 13F portfolio, value $12,985,805.

    13F-HR 0002019393-25-000007 filed by Fairway Wealth 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 191,661 shares
    Change vs previous 13F +3,959 shares

    3.8% of the 13F portfolio, value $11,886,836.

    13F-HR 0002019393-25-000003 filed by Fairway Wealth 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 187,702 shares
    Change vs previous 13F +23,510 shares

    4.05% of the 13F portfolio, value $10,952,248.

    13F-HR 0002019393-25-000002 filed by Fairway Wealth 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 164,192 shares
    Change vs previous 13F +24,750 shares

    4.61% of the 13F portfolio, value $10,230,820.

    13F-HR 0002019393-25-000001 filed by Fairway Wealth 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 139,442 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $8,689,971.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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