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Disclosery

Forum Private Client Group LLC: IJH position timeline

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

Forum Private Client Group LLC held 41,215 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,215 shares
    Change vs previous 13F -11,587 shares

    0.95% of the 13F portfolio, value $3,178,109.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 52,802 shares
    Change vs previous 13F -8,091 shares

    1.18% of the 13F portfolio, value $3,545,195.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 60,893 shares
    Change vs previous 13F -9,658 shares

    1.37% of the 13F portfolio, value $4,018,966.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 70,551 shares
    Change vs previous 13F -5,514 shares

    1.64% of the 13F portfolio, value $4,604,157.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 76,065 shares
    Change vs previous 13F +6,458 shares

    1.82% of the 13F portfolio, value $4,717,573.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 69,607 shares
    Change vs previous 13F -1,183 shares

    1.76% of the 13F portfolio, value $4,061,554.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 70,790 shares
    Change vs previous 13F -1,626 shares

    1.96% of the 13F portfolio, value $4,410,954.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 72,416 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,512,949.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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