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Disclosery

REBALANCE, LLC: IJH position timeline

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

REBALANCE, LLC held 54,270 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,270 shares
    Change vs previous 13F -6,213 shares

    0.22% of the 13F portfolio, value $4,184,739.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 60,483 shares
    Change vs previous 13F -184 shares

    0.24% of the 13F portfolio, value $4,084,383.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 60,667 shares
    Change vs previous 13F +121 shares

    0.23% of the 13F portfolio, value $4,004,002.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 60,546 shares
    Change vs previous 13F -15,694 shares

    0.24% of the 13F portfolio, value $3,951,202.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 76,240 shares
    Change vs previous 13F -6,939 shares

    0.32% of the 13F portfolio, value $4,728,426.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 83,179 shares
    Change vs previous 13F +1,767 shares

    0.36% of the 13F portfolio, value $4,853,517.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 81,412 shares
    Change vs previous 13F -1,811 shares

    0.38% of the 13F portfolio, value $5,072,777.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 83,223 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,186,429.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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