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INSTRUMENTAL WEALTH, LLC: IJH position timeline

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

INSTRUMENTAL WEALTH, LLC held 349,506 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,506 shares
    Change vs previous 13F +11,752 shares

    13.64% of the 13F portfolio, value $26,950,441.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 337,754 shares
    Change vs previous 13F +3,818 shares

    14.02% of the 13F portfolio, value $22,808,521.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 333,936 shares
    Change vs previous 13F +17,667 shares

    14.43% of the 13F portfolio, value $24,066,774.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 316,269 shares
    Change vs previous 13F +17,274 shares

    14.32% of the 13F portfolio, value $20,408,850.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 298,995 shares
    Change vs previous 13F +17,687 shares

    14.86% of the 13F portfolio, value $18,693,141.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, 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 281,308 shares
    Change vs previous 13F +62,860 shares

    14.42% of the 13F portfolio, value $15,919,246.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, 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 218,448 shares
    Change vs previous 13F +17,413 shares

    12.81% of the 13F portfolio, value $13,543,774.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, 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 201,035 shares
    Change vs previous 13F not available

    12.42% of the 13F portfolio, value $12,745,617.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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