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Disclosery

Financial Advisory Group: IJH position timeline

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

Financial Advisory Group held 537,167 IJH shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 537,167 shares
    Change vs previous 13F +433,333 shares

    5.76% of the 13F portfolio, value $32,627,539.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 103,834 shares
    Change vs previous 13F +371 shares

    5.46% of the 13F portfolio, value $28,777,471.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 103,463 shares
    Change vs previous 13F -2,100 shares

    5.31% of the 13F portfolio, value $25,798,421.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 105,563 shares
    Change vs previous 13F +2,715 shares

    5.45% of the 13F portfolio, value $27,602,531.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 102,848 shares
    Change vs previous 13F -857 shares

    5.19% of the 13F portfolio, value $25,728,523.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 103,705 shares
    Change vs previous 13F -1,314 shares

    5.32% of the 13F portfolio, value $25,085,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 105,019 shares
    Change vs previous 13F +2,780 shares

    5.19% of the 13F portfolio, value $23,026,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 102,239 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $23,130,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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