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Disclosery

PLANNING ALTERNATIVES LTD /ADV: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on IJH, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 1,307,580 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,307,580 shares
    Change vs previous 13F +7,827 shares

    10.81% of the 13F portfolio, value $100,827,521.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,299,753 shares
    Change vs previous 13F +26,648 shares

    11.33% of the 13F portfolio, value $87,772,316.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,273,105 shares
    Change vs previous 13F +4,541 shares

    10.58% of the 13F portfolio, value $84,024,955.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,268,564 shares
    Change vs previous 13F +7,191 shares

    10.63% of the 13F portfolio, value $82,786,512.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,261,373 shares
    Change vs previous 13F +22,208 shares

    10.89% of the 13F portfolio, value $78,230,348.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,239,165 shares
    Change vs previous 13F +48,397 shares

    11.08% of the 13F portfolio, value $72,305,277.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,190,768 shares
    Change vs previous 13F +14,414 shares

    11.41% of the 13F portfolio, value $74,196,761.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,176,354 shares
    Change vs previous 13F not available

    11.16% of the 13F portfolio, value $73,310,391.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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