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FORM Wealth Advisors, LLC: IJH position timeline

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

FORM Wealth Advisors, LLC held 469,724 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 469,724 shares
    Change vs previous 13F -6,141 shares

    3.77% of the 13F portfolio, value $33,796,677.

    13F-HR 0002085853-26-001145 filed by FORM Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 475,865 shares
    Change vs previous 13F -120,732 shares

    4.04% of the 13F portfolio, value $36,693,935.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 596,597 shares
    Change vs previous 13F -90,679 shares

    4.72% of the 13F portfolio, value $40,288,195.

    13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 687,276 shares
    Change vs previous 13F -21,616 shares

    5.31% of the 13F portfolio, value $45,360,223.

    13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, 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 708,892 shares
    Change vs previous 13F +70,608 shares

    5.32% of the 13F portfolio, value $43,965,504.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, 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 638,284 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $37,243,845.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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