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Forza Wealth Management, LLC: IJH position timeline

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

Forza Wealth Management, LLC held 66,452 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,452 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $5,124,114.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 66,452 shares
    Change vs previous 13F +55 shares

    1.56% of the 13F portfolio, value $4,487,504.

    13F-HR 0001963030-26-000002 filed by Forza Wealth Management, 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 66,397 shares
    Change vs previous 13F -245 shares

    1.58% of the 13F portfolio, value $4,382,202.

    13F-HR 0001963030-26-000001 filed by Forza Wealth Management, 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 66,642 shares
    Change vs previous 13F -505 shares

    1.67% of the 13F portfolio, value $4,349,057.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, 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 67,147 shares
    Change vs previous 13F +6,100 shares

    1.71% of the 13F portfolio, value $4,164,457.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, 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 61,047 shares
    Change vs previous 13F -150 shares

    1.6% of the 13F portfolio, value $3,562,092.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, 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 61,197 shares
    Change vs previous 13F +3,324 shares

    1.74% of the 13F portfolio, value $3,813,185.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, 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 57,873 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,606,645.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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