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Disclosery

MTC Wealth Management LLC: IJH position timeline

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

MTC Wealth Management LLC held 168,260 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,260 shares
    Change vs previous 13F -3,301 shares

    5.82% of the 13F portfolio, value $12,974,495.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 171,561 shares
    Change vs previous 13F -1,486 shares

    5.5% of the 13F portfolio, value $11,585,487.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 173,047 shares
    Change vs previous 13F -2,708 shares

    5.36% of the 13F portfolio, value $11,421,088.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 175,755 shares
    Change vs previous 13F -2,386 shares

    5.34% of the 13F portfolio, value $11,469,765.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 178,141 shares
    Change vs previous 13F -3,712 shares

    5.31% of the 13F portfolio, value $11,048,305.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 181,853 shares
    Change vs previous 13F +8,451 shares

    5.21% of the 13F portfolio, value $10,611,135.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 173,402 shares
    Change vs previous 13F -4,354 shares

    5.2% of the 13F portfolio, value $10,804,691.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 177,756 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $11,077,727.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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