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Joel Adams & Associates, Inc.: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on IJH, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 42,959 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,959 shares
    Change vs previous 13F -2,821 shares

    2.13% of the 13F portfolio, value $3,312,535.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 45,780 shares
    Change vs previous 13F -5,690 shares

    2.3% of the 13F portfolio, value $3,091,555.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 51,470 shares
    Change vs previous 13F -2,860 shares

    2.55% of the 13F portfolio, value $3,397,022.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 54,330 shares
    Change vs previous 13F -1,092 shares

    2.86% of the 13F portfolio, value $3,545,578.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 55,422 shares
    Change vs previous 13F +1,460 shares

    3.04% of the 13F portfolio, value $3,437,245.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 53,962 shares
    Change vs previous 13F +1,301 shares

    2.83% of the 13F portfolio, value $3,148,705.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 52,661 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $3,281,337.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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