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Disclosery

Melone Private Wealth, LLC: IJH position timeline

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

Melone Private Wealth, LLC held 8,451 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,451 shares
    Change vs previous 13F +8 shares

    0.25% of the 13F portfolio, value $651,648.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, 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 8,443 shares
    Change vs previous 13F -68 shares

    0.23% of the 13F portfolio, value $570,155.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, 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 8,511 shares
    Change vs previous 13F -1,821 shares

    0.24% of the 13F portfolio, value $561,701.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, 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 10,332 shares
    Change vs previous 13F +1,208 shares

    0.31% of the 13F portfolio, value $674,297.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, 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 9,124 shares
    Change vs previous 13F +9 shares

    0.29% of the 13F portfolio, value $565,871.

    13F-HR 0001951757-25-000588 filed by Melone Private Wealth, 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 9,115 shares
    Change vs previous 13F -538 shares

    0.28% of the 13F portfolio, value $531,888.

    13F-HR 0001951757-25-000317 filed by Melone Private Wealth, 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 9,653 shares
    Change vs previous 13F +12 shares

    0.31% of the 13F portfolio, value $601,472.

    13F-HR 0001951757-25-000019 filed by Melone Private Wealth, 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 9,641 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $600,838.

    13F-HR 0001951757-24-000984 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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