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Disclosery

Peninsula Wealth, LLC: IJH position timeline

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

Peninsula Wealth, LLC held 108,066 IJH shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 108,066 shares
    Change vs previous 13F -86,787 shares

    1.15% of the 13F portfolio, value $6,733,587.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 194,853 shares
    Change vs previous 13F +10,534 shares

    2.17% of the 13F portfolio, value $12,433,540.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 184,319 shares
    Change vs previous 13F +47,070 shares

    2.08% of the 13F portfolio, value $11,136,547.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 137,249 shares
    Change vs previous 13F +124,338 shares

    1.66% of the 13F portfolio, value $8,336,519.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 12,911 shares
    Change vs previous 13F +10,779 shares

    0.74% of the 13F portfolio, value $3,578,367.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 2,132 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $503,853.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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