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Investments & Financial Planning, LLC: IJH position timeline

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

Investments & Financial Planning, LLC held 408,629 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,629 shares
    Change vs previous 13F +2,367 shares

    14.92% of the 13F portfolio, value $31,509,354.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 406,262 shares
    Change vs previous 13F +1,471 shares

    14.94% of the 13F portfolio, value $27,434,897.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 404,791 shares
    Change vs previous 13F -2,506 shares

    14.34% of the 13F portfolio, value $26,716,182.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 407,297 shares
    Change vs previous 13F +2,338 shares

    14.36% of the 13F portfolio, value $26,580,196.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 404,959 shares
    Change vs previous 13F +8,080 shares

    14.47% of the 13F portfolio, value $25,115,533.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 396,879 shares
    Change vs previous 13F -10 shares

    15.04% of the 13F portfolio, value $23,157,876.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 396,889 shares
    Change vs previous 13F +1,747 shares

    15.24% of the 13F portfolio, value $24,730,124.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 395,142 shares
    Change vs previous 13F not available

    15.59% of the 13F portfolio, value $24,625,240.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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