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Disclosery

Falcon Wealth Planning: IJH position timeline

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

Falcon Wealth Planning held 9,780 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,780 shares
    Change vs previous 13F -328 shares

    0.05% of the 13F portfolio, value $754,138.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 10,108 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $682,639.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 10,046 shares
    Change vs previous 13F +313 shares

    0.06% of the 13F portfolio, value $663,048.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 9,733 shares
    Change vs previous 13F +290 shares

    0.06% of the 13F portfolio, value $635,178.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 9,443 shares
    Change vs previous 13F -1,814 shares

    0.06% of the 13F portfolio, value $585,657.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 11,257 shares
    Change vs previous 13F -531 shares

    0.07% of the 13F portfolio, value $656,831.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 11,788 shares
    Change vs previous 13F +4,366 shares

    0.08% of the 13F portfolio, value $734,526.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 7,422 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $462,539.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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