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Disclosery

HB Wealth Management, LLC: IJH position timeline

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

HB Wealth Management, LLC held 238,035 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,035 shares
    Change vs previous 13F +44,583 shares

    0.1% of the 13F portfolio, value $18,354,915.

    13F-HR 0001172661-26-002920 filed by HB 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 193,452 shares
    Change vs previous 13F +14,082 shares

    0.08% of the 13F portfolio, value $13,063,840.

    13F-HR 0001172661-26-001543 filed by HB 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 179,370 shares
    Change vs previous 13F -7,082 shares

    0.08% of the 13F portfolio, value $11,838,466.

    13F-HR 0001172661-26-000353 filed by HB 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 186,452 shares
    Change vs previous 13F +42,225 shares

    0.08% of the 13F portfolio, value $12,167,919.

    13F-HR 0001172661-25-004398 filed by HB 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 144,227 shares
    Change vs previous 13F -27,411 shares

    0.07% of the 13F portfolio, value $8,944,962.

    13F-HR 0001172661-25-002644 filed by HB 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 171,638 shares
    Change vs previous 13F +26,283 shares

    0.08% of the 13F portfolio, value $10,015,131.

    13F-HR 0001172661-25-001594 filed by HB 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 145,355 shares
    Change vs previous 13F +22,086 shares

    0.09% of the 13F portfolio, value $9,055,210.

    13F-HR 0001172661-25-000193 filed by HB 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 123,269 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,682,142.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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