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Disclosery

Flagship Private Wealth, LLC: IJH position timeline

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

Flagship Private Wealth, LLC held 121,421 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,421 shares
    Change vs previous 13F +941 shares

    3.31% of the 13F portfolio, value $9,362,790.

    13F-HR 0002085853-26-000929 filed by Flagship Private 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 120,480 shares
    Change vs previous 13F -1,509 shares

    3.3% of the 13F portfolio, value $8,136,012.

    13F-HR 0002085853-26-000487 filed by Flagship Private 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 121,989 shares
    Change vs previous 13F -10,170 shares

    3.17% of the 13F portfolio, value $8,051,292.

    13F-HR 0002085853-26-000195 filed by Flagship Private 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 132,159 shares
    Change vs previous 13F +30,723 shares

    3.47% of the 13F portfolio, value $8,624,689.

    13F-HR 0002085853-25-000213 filed by Flagship Private 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/A 101,436 shares
    Change vs previous 13F +1,225 shares

    2.67% of the 13F portfolio, value $6,291,044.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private 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 100,211 shares
    Change vs previous 13F -1,421 shares

    2.78% of the 13F portfolio, value $5,847,320.

    13F-HR 0001667731-25-000427 filed by Flagship Private 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 101,632 shares
    Change vs previous 13F +8,564 shares

    3.05% of the 13F portfolio, value $6,332,691.

    13F-HR 0001667731-25-000072 filed by Flagship Private 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 93,068 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $5,799,965.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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