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Petros Family Wealth, LLC: IJH position timeline

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

Petros Family Wealth, LLC held 54,924 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,924 shares
    Change vs previous 13F +2,983 shares

    2.59% of the 13F portfolio, value $4,235,216.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 51,941 shares
    Change vs previous 13F +4,314 shares

    2.5% of the 13F portfolio, value $3,507,558.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 47,627 shares
    Change vs previous 13F +6,378 shares

    2.09% of the 13F portfolio, value $3,143,359.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 41,249 shares
    Change vs previous 13F +370 shares

    2.25% of the 13F portfolio, value $2,691,889.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 40,879 shares
    Change vs previous 13F +2,915 shares

    2.32% of the 13F portfolio, value $2,535,342.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 37,964 shares
    Change vs previous 13F +139 shares

    2.45% of the 13F portfolio, value $2,215,216.

    13F-HR 0002004963-25-000002 filed by Petros Family 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 37,825 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,356,888.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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