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FRG Family Wealth Advisors LLC: IJH position timeline

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

FRG Family Wealth Advisors LLC held 93,612 IJH shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 93,612 shares
    Change vs previous 13F -2,499 shares

    1.04% of the 13F portfolio, value $6,321,627.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 96,111 shares
    Change vs previous 13F +4 shares

    0.98% of the 13F portfolio, value $6,343,295.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 96,107 shares
    Change vs previous 13F -373 shares

    1.01% of the 13F portfolio, value $6,271,954.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 96,480 shares
    Change vs previous 13F -4,500 shares

    1.04% of the 13F portfolio, value $5,983,690.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 100,980 shares
    Change vs previous 13F -960 shares

    1.14% of the 13F portfolio, value $5,892,183.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 101,940 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $6,351,881.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 101,940 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $6,352,901.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 101,940 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,901,307.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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