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Disclosery

LPWM LLC: IJH position timeline

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

LPWM LLC held 47,307 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,307 shares
    Change vs previous 13F +2,338 shares

    0.81% of the 13F portfolio, value $3,647,843.

    13F-HR 0001951757-26-001044 filed by LPWM LLC
    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 44,969 shares
    Change vs previous 13F +3,804 shares

    0.77% of the 13F portfolio, value $3,036,757.

    13F-HR 0001951757-26-000557 filed by LPWM LLC
    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 41,165 shares
    Change vs previous 13F +20,449 shares

    0.69% of the 13F portfolio, value $2,716,890.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    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 20,716 shares
    Change vs previous 13F +6,437 shares

    0.36% of the 13F portfolio, value $1,351,926.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    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 14,279 shares
    Change vs previous 13F +3,600 shares

    0.26% of the 13F portfolio, value $885,584.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    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 10,679 shares
    Change vs previous 13F +7,000 shares

    0.2% of the 13F portfolio, value $623,120.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    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 3,679 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $229,238.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    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 3,679 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $226,921.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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