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Disclosery

MONEYWISE, INC.: IJH position timeline

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

MONEYWISE, INC. held 21,100 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,100 shares
    Change vs previous 13F +4 shares

    0.61% of the 13F portfolio, value $1,627,034.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 21,096 shares
    Change vs previous 13F +11 shares

    0.62% of the 13F portfolio, value $1,424,608.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 21,085 shares
    Change vs previous 13F -856 shares

    0.58% of the 13F portfolio, value $1,391,607.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 21,941 shares
    Change vs previous 13F -656 shares

    0.65% of the 13F portfolio, value $1,431,841.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 22,597 shares
    Change vs previous 13F -56,164 shares

    0.66% of the 13F portfolio, value $1,401,448.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 78,761 shares
    Change vs previous 13F -85,693 shares

    2.43% of the 13F portfolio, value $4,595,695.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 164,454 shares
    Change vs previous 13F +137,081 shares

    5.14% of the 13F portfolio, value $10,247,103.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 27,373 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,705,861.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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