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Disclosery

Florida Trust Wealth Management Co: IJH position timeline

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

Florida Trust Wealth Management Co held 162,459 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,459 shares
    Change vs previous 13F +14,658 shares

    0.31% of the 13F portfolio, value $12,527,214.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 147,801 shares
    Change vs previous 13F +49,658 shares

    0.28% of the 13F portfolio, value $9,981,001.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 98,143 shares
    Change vs previous 13F -1,319 shares

    0.18% of the 13F portfolio, value $6,477,438.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 99,462 shares
    Change vs previous 13F +54,494 shares

    0.18% of the 13F portfolio, value $6,490,890.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 44,968 shares
    Change vs previous 13F +18,150 shares

    0.09% of the 13F portfolio, value $2,788,915.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 26,818 shares
    Change vs previous 13F +18,607 shares

    0.05% of the 13F portfolio, value $1,564,830.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 8,211 shares
    Change vs previous 13F +1,010 shares

    0.02% of the 13F portfolio, value $511,627.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 7,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,766.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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