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Disclosery

North Berkeley Wealth Management, LLC: IJH position timeline

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

North Berkeley Wealth Management, LLC held 109,587 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,587 shares
    Change vs previous 13F +2,974 shares

    3.42% of the 13F portfolio, value $8,450,272.

    13F-HR 0001172661-26-002865 filed by North Berkeley 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 106,613 shares
    Change vs previous 13F +8,037 shares

    3.81% of the 13F portfolio, value $7,199,607.

    13F-HR 0001172661-26-002248 filed by North Berkeley 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 98,576 shares
    Change vs previous 13F +5,342 shares

    3.84% of the 13F portfolio, value $6,505,990.

    13F-HR 0001172661-26-000580 filed by North Berkeley 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 93,234 shares
    Change vs previous 13F +66,927 shares

    4.8% of the 13F portfolio, value $6,084,422.

    13F-HR 0001172661-25-004580 filed by North Berkeley 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 26,307 shares
    Change vs previous 13F +5,873 shares

    1.5% of the 13F portfolio, value $1,631,579.

    13F-HR 0001172661-25-003212 filed by North Berkeley 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 20,434 shares
    Change vs previous 13F +1,499 shares

    1.24% of the 13F portfolio, value $1,192,299.

    13F-HR 0001172661-25-003209 filed by North Berkeley 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 18,935 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,179,866.

    13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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