Skip to content
Disclosery

Financial Life Planners: IJH position timeline

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

Financial Life Planners held 5,893 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,893 shares
    Change vs previous 13F -196 shares

    0.29% of the 13F portfolio, value $454,424.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 6,089 shares
    Change vs previous 13F -128 shares

    0.32% of the 13F portfolio, value $411,159.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 6,217 shares
    Change vs previous 13F -144 shares

    0.29% of the 13F portfolio, value $410,342.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 6,361 shares
    Change vs previous 13F -94 shares

    0.28% of the 13F portfolio, value $415,115.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 6,455 shares
    Change vs previous 13F -1,612 shares

    0.33% of the 13F portfolio, value $400,362.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 8,067 shares
    Change vs previous 13F -169 shares

    0.46% of the 13F portfolio, value $470,736.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 8,236 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $513,195.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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