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Rochester Wealth Strategies, LLC: IJH position timeline

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

Rochester Wealth Strategies, LLC held 157,434 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,434 shares
    Change vs previous 13F -11,597 shares

    6.72% of the 13F portfolio, value $12,139,714.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 169,031 shares
    Change vs previous 13F +2,559 shares

    6.92% of the 13F portfolio, value $11,414,644.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 166,472 shares
    Change vs previous 13F +4,076 shares

    6.9% of the 13F portfolio, value $10,987,121.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 162,396 shares
    Change vs previous 13F +4,481 shares

    6.93% of the 13F portfolio, value $10,597,951.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 157,915 shares
    Change vs previous 13F +16,660 shares

    7.02% of the 13F portfolio, value $9,793,860.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 141,255 shares
    Change vs previous 13F not available

    6.54% of the 13F portfolio, value $8,242,203.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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