Skip to content
Disclosery

National Wealth Management Group, LLC: IJH position timeline

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

National Wealth Management Group, LLC held 97,933 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,933 shares
    Change vs previous 13F +16,589 shares

    2.33% of the 13F portfolio, value $7,551,619.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 81,344 shares
    Change vs previous 13F +30,586 shares

    2.05% of the 13F portfolio, value $5,493,173.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 50,758 shares
    Change vs previous 13F +4,920 shares

    1.16% of the 13F portfolio, value $3,350,014.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 45,838 shares
    Change vs previous 13F +8,104 shares

    1.13% of the 13F portfolio, value $2,991,383.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 37,734 shares
    Change vs previous 13F +1,937 shares

    1.31% of the 13F portfolio, value $2,340,249.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 35,797 shares
    Change vs previous 13F +2,696 shares

    1.37% of the 13F portfolio, value $2,088,771.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 33,101 shares
    Change vs previous 13F +3,367 shares

    1.37% of the 13F portfolio, value $2,062,542.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 29,734 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,853,040.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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