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Disclosery

Flywheel Private Wealth LLC: IJH position timeline

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

Flywheel Private Wealth LLC held 73,749 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 73,749 shares
    Change vs previous 13F -1,651 shares

    2.8% of the 13F portfolio, value $5,686,858.

    13F-HR 0001725547-26-000242 filed by Flywheel 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 75,400 shares
    Change vs previous 13F -476 shares

    2.9% of the 13F portfolio, value $5,091,758.

    13F-HR 0001725547-26-000136 filed by Flywheel 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 75,876 shares
    Change vs previous 13F -68 shares

    3.13% of the 13F portfolio, value $5,007,812.

    13F-HR 0001725547-26-000020 filed by Flywheel 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 75,944 shares
    Change vs previous 13F -899 shares

    3.87% of the 13F portfolio, value $4,956,075.

    13F-HR 0001725547-25-004114 filed by Flywheel 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 76,843 shares
    Change vs previous 13F -7,323 shares

    3.82% of the 13F portfolio, value $4,765,774.

    13F-HR 0001725547-25-003450 filed by Flywheel 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 84,166 shares
    Change vs previous 13F -2,070 shares

    4.48% of the 13F portfolio, value $4,911,059.

    13F-HR 0001725547-25-001412 filed by Flywheel 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 86,236 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $5,373,336.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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