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Disclosery

Global Wealth Management, LLC: IJH position timeline

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

Global Wealth Management, LLC held 93,836 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,836 shares
    Change vs previous 13F -5,393 shares

    3.68% of the 13F portfolio, value $7,235,725.

    13F-HR 0002039738-26-000003 filed by Global 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 99,229 shares
    Change vs previous 13F -728 shares

    3.65% of the 13F portfolio, value $6,700,916.

    13F-HR 0002039738-26-000002 filed by Global 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 99,957 shares
    Change vs previous 13F -6,001 shares

    3.55% of the 13F portfolio, value $6,597,187.

    13F-HR 0002039738-26-000001 filed by Global 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 105,958 shares
    Change vs previous 13F -170 shares

    3.63% of the 13F portfolio, value $6,914,792.

    13F-HR 0002039738-25-000008 filed by Global 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 106,128 shares
    Change vs previous 13F -8,258 shares

    3.7% of the 13F portfolio, value $6,753,996.

    13F-HR 0002039738-25-000003 filed by Global 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 114,386 shares
    Change vs previous 13F -3,542 shares

    3.85% of the 13F portfolio, value $6,674,427.

    13F-HR 0002039738-25-000002 filed by Global 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 117,928 shares
    Change vs previous 13F +2,047 shares

    4.69% of the 13F portfolio, value $7,348,115.

    13F-HR 0002039738-25-000001 filed by Global 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 115,881 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $7,221,710.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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