Partnership Wealth Management, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on IJH, newest first. How the timeline and the estimate are built.
Partnership Wealth Management, LLC held 154,625 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 154,625 sharesChange vs previous 13F -9,206 shares
7.94% of the 13F portfolio, value $11,125,275.
13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 163,831 sharesChange vs previous 13F +1,903 shares
8.54% of the 13F portfolio, value $12,633,046.
13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 161,928 sharesChange vs previous 13F -6,947 shares
8.34% of the 13F portfolio, value $10,934,993.
13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 168,875 sharesChange vs previous 13F +964 shares
8.02% of the 13F portfolio, value $11,145,735.
13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 167,911 sharesChange vs previous 13F -883 shares
8.44% of the 13F portfolio, value $10,957,868.
13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 168,794 sharesChange vs previous 13F -4,004 shares
8.48% of the 13F portfolio, value $10,468,630.
13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 172,798 sharesChange vs previous 13F +757 shares
8.56% of the 13F portfolio, value $10,082,756.
13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 172,041 sharesChange vs previous 13F not available
8.92% of the 13F portfolio, value $10,719,873.
13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).