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Disclosery

Partners in Financial Planning: IJH position timeline

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

Partners in Financial Planning held 5,648 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,648 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $435,536.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 5,617 shares
    Change vs previous 13F +164 shares

    0.06% of the 13F portfolio, value $379,297.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 5,453 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $359,868.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 5,442 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $355,128.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 5,435 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $337,061.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 5,428 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $316,719.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 5,422 shares
    Change vs previous 13F -321 shares

    0.07% of the 13F portfolio, value $337,839.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 5,743 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $357,883.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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