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Disclosery

NerdWallet Wealth Partners, LLC: IJH position timeline

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

NerdWallet Wealth Partners, LLC held 63,507 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,507 shares
    Change vs previous 13F +12,397 shares

    1.69% of the 13F portfolio, value $4,895,593.

    13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, 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 51,110 shares
    Change vs previous 13F +31,088 shares

    1.51% of the 13F portfolio, value $3,451,636.

    13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, 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 20,022 shares
    Change vs previous 13F +3,337 shares

    0.59% of the 13F portfolio, value $1,320,690.

    13F-HR 0002079593-26-000003 filed by NerdWallet Wealth Partners, 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 16,685 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,088,308.

    13F-HR 0002079593-25-000001 filed by NerdWallet Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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