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Lee, Kelleher & Klein Wealth Management: IJT position timeline

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

Lee, Kelleher & Klein Wealth Management held 16,882 IJT 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 16,882 shares
    Change vs previous 13F +35 shares

    1.39% of the 13F portfolio, value $2,706,729.

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

  2. period ended2026-06-30
    13F 16,847 shares
    Change vs previous 13F +252 shares

    1.57% of the 13F portfolio, value $3,008,874.

    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 16,595 shares
    Change vs previous 13F +93 shares

    1.43% of the 13F portfolio, value $2,401,462.

    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 16,502 shares
    Change vs previous 13F +165 shares

    1.39% of the 13F portfolio, value $2,329,422.

    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 16,337 shares
    Change vs previous 13F -727 shares

    1.42% of the 13F portfolio, value $2,311,686.

    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 17,064 shares
    Change vs previous 13F -30 shares

    1.51% of the 13F portfolio, value $2,270,195.

    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 17,094 shares
    Change vs previous 13F +64 shares

    1.57% of the 13F portfolio, value $2,128,203.

    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 17,030 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,305,351.

    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).