Skip to content
Disclosery

Lee, Kelleher & Klein Wealth Management: IJS position timeline

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

Lee, Kelleher & Klein Wealth Management held 14,743 IJS 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 14,743 shares
    Change vs previous 13F +409 shares

    0.97% of the 13F portfolio, value $1,888,532.

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

  2. period ended2026-06-30
    13F 14,334 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $1,959,171.

    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 14,334 shares
    Change vs previous 13F +184 shares

    1.01% of the 13F portfolio, value $1,697,862.

    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 14,150 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,609,138.

    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 14,150 shares
    Change vs previous 13F +2 shares

    0.96% of the 13F portfolio, value $1,564,849.

    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 14,148 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,407,585.

    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 14,148 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $1,379,147.

    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 14,148 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,536,614.

    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).