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PACK Private Wealth, LLC: IJH position timeline

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

PACK Private Wealth, LLC held 323,292 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,292 shares
    Change vs previous 13F +1,874 shares

    10.32% of the 13F portfolio, value $24,929,046.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, 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 321,418 shares
    Change vs previous 13F +1,994 shares

    9.97% of the 13F portfolio, value $21,705,358.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, 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 319,424 shares
    Change vs previous 13F +10,679 shares

    9.64% of the 13F portfolio, value $21,081,984.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, 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 308,745 shares
    Change vs previous 13F +7,339 shares

    9.49% of the 13F portfolio, value $20,148,699.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, 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 301,406 shares
    Change vs previous 13F +23,930 shares

    9.91% of the 13F portfolio, value $18,693,200.

    13F-HR 0001951757-25-001081 filed by PACK Private Wealth, 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 277,476 shares
    Change vs previous 13F -292 shares

    9.63% of the 13F portfolio, value $16,190,725.

    13F-HR 0001951757-25-000554 filed by PACK Private Wealth, 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 277,768 shares
    Change vs previous 13F +2,521 shares

    10.16% of the 13F portfolio, value $17,307,724.

    13F-HR 0001951757-25-000168 filed by PACK Private Wealth, 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 275,247 shares
    Change vs previous 13F not available

    9.72% of the 13F portfolio, value $17,153,393.

    13F-HR 0001951757-24-001137 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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