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Lee, Kelleher & Klein Wealth Management: IJH position timeline

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

Lee, Kelleher & Klein Wealth Management held 172,035 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 172,035 shares
    Change vs previous 13F +6,167 shares

    6.37% of the 13F portfolio, value $12,377,921.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,868 shares
    Change vs previous 13F +209 shares

    6.69% of the 13F portfolio, value $12,790,081.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 165,659 shares
    Change vs previous 13F +6,472 shares

    6.66% of the 13F portfolio, value $11,186,952.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 159,187 shares
    Change vs previous 13F +7,502 shares

    6.27% of the 13F portfolio, value $10,506,342.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 151,685 shares
    Change vs previous 13F +9,454 shares

    6.1% of the 13F portfolio, value $9,898,963.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 142,231 shares
    Change vs previous 13F +5,481 shares

    5.86% of the 13F portfolio, value $8,821,167.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 136,750 shares
    Change vs previous 13F +2,503 shares

    5.87% of the 13F portfolio, value $7,979,363.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 134,247 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $8,364,931.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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