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Disclosery

KWB Wealth: IJH position timeline

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

KWB Wealth held 18,497 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,497 shares
    Change vs previous 13F -810 shares

    0.12% of the 13F portfolio, value $1,426,290.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 19,307 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,274,250.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 19,307 shares
    Change vs previous 13F +2,718 shares

    0.12% of the 13F portfolio, value $1,274,250.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 16,589 shares
    Change vs previous 13F -7,317 shares

    0.11% of the 13F portfolio, value $1,028,839.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 23,906 shares
    Change vs previous 13F -531 shares

    0.17% of the 13F portfolio, value $1,394,905.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 24,437 shares
    Change vs previous 13F -114 shares

    0.18% of the 13F portfolio, value $1,522,658.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 24,551 shares
    Change vs previous 13F -28 shares

    0.19% of the 13F portfolio, value $1,530,007.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 24,579 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,438,353.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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