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FSM Wealth Advisors, LLC: IJH position timeline

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

FSM Wealth Advisors, LLC held 390,586 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,586 shares
    Change vs previous 13F +26,838 shares

    3.23% of the 13F portfolio, value $30,118,105.

    13F-HR 0001942548-26-000003 filed by FSM 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 ended2026-03-31
    13F 363,748 shares
    Change vs previous 13F +21,944 shares

    3.16% of the 13F portfolio, value $24,563,931.

    13F-HR 0001942548-26-000002 filed by FSM 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 ended2025-12-31
    13F 341,804 shares
    Change vs previous 13F +12,093 shares

    3.09% of the 13F portfolio, value $22,559,050.

    13F-HR 0001942548-26-000001 filed by FSM 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 ended2025-09-30
    13F 329,711 shares
    Change vs previous 13F +38,888 shares

    3.04% of the 13F portfolio, value $21,516,913.

    13F-HR 0001942548-25-000007 filed by FSM 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 290,823 shares
    Change vs previous 13F +28,206 shares

    2.99% of the 13F portfolio, value $18,365,461.

    13F-HR 0001942548-25-000006 filed by FSM 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 262,617 shares
    Change vs previous 13F +9,665 shares

    3.45% of the 13F portfolio, value $15,323,714.

    13F-HR 0001942548-25-000001 filed by FSM 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 ended2024-12-31
    13F 252,952 shares
    Change vs previous 13F +16,365 shares

    3.99% of the 13F portfolio, value $16,292,644.

    13F-HR 0001767699-25-000002 filed by FSM 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 ended2024-09-30
    13F 236,587 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $14,744,090.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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