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PFG Private Wealth Management, LLC: IJH position timeline

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

PFG Private Wealth Management, LLC held 64,756 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,756 shares
    Change vs previous 13F -9,003 shares

    2.16% of the 13F portfolio, value $4,993,346.

    13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, 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 73,759 shares
    Change vs previous 13F +1,486 shares

    2.11% of the 13F portfolio, value $4,980,947.

    13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, 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 72,273 shares
    Change vs previous 13F +72,273 shares

    2.09% of the 13F portfolio, value $4,770,031.

    13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, 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 0 shares
    Change vs previous 13F -67,480 shares

    13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 67,480 shares
    Change vs previous 13F +1,287 shares

    2.16% of the 13F portfolio, value $4,185,140.

    13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, 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 66,193 shares
    Change vs previous 13F -12,909 shares

    2.09% of the 13F portfolio, value $3,862,345.

    13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, 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 79,102 shares
    Change vs previous 13F +910 shares

    2.81% of the 13F portfolio, value $4,928,875.

    13F-HR 0001799957-25-000001 filed by PFG Private Wealth Management, 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 78,192 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,872,927.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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