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OLYMPUS WEALTH MANAGEMENT, LLC: IJH position timeline

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

OLYMPUS WEALTH MANAGEMENT, LLC held 215,861 IJH shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 215,861 shares
    Change vs previous 13F +43,193 shares

    4.5% of the 13F portfolio, value $13,387,714.

    13F-HR 0001995674-25-000004 filed by OLYMPUS 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 ended2025-03-31
    13F 172,668 shares
    Change vs previous 13F +48,697 shares

    4.42% of the 13F portfolio, value $10,075,149.

    13F-HR 0001995674-25-000003 filed by OLYMPUS 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 ended2024-12-31
    13F 123,971 shares
    Change vs previous 13F +123,971 shares

    2.81% of the 13F portfolio, value $7,724,617.

    13F-HR 0001995674-25-000001 filed by OLYMPUS 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F -158,442 shares

    13F-HR 0001995674-24-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-06-30
    13F 158,442 shares
    Change vs previous 13F +94,408 shares

    2.9% of the 13F portfolio, value $9,272,054.

    13F-HR 0001995674-24-000005 filed by OLYMPUS 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 ended2024-03-31
    13F 64,034 shares
    Change vs previous 13F +47,694 shares

    2.31% of the 13F portfolio, value $3,889,431.

    13F-HR 0001995674-24-000004 filed by OLYMPUS 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 ended2023-12-31
    13F/A 16,340 shares
    Change vs previous 13F -257 shares

    2.32% of the 13F portfolio, value $4,528,717.

    13F-HR/A 0001995674-24-000003 filed by OLYMPUS 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 ended2023-09-30
    13F 16,597 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $4,138,543.

    13F-HR 0001995674-23-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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