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RTD Financial Advisors, Inc.: IJH position timeline

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

RTD Financial Advisors, Inc. held 642,209 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 642,209 shares
    Change vs previous 13F +2,164 shares

    5.06% of the 13F portfolio, value $46,206,912.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 640,045 shares
    Change vs previous 13F +7,466 shares

    5.38% of the 13F portfolio, value $49,353,875.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 632,579 shares
    Change vs previous 13F +3,897 shares

    5.25% of the 13F portfolio, value $42,718,039.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 628,682 shares
    Change vs previous 13F -1,586 shares

    5.06% of the 13F portfolio, value $41,493,009.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 630,268 shares
    Change vs previous 13F +40,301 shares

    4.94% of the 13F portfolio, value $41,131,303.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 589,967 shares
    Change vs previous 13F -160,949 shares

    4.68% of the 13F portfolio, value $36,589,727.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 750,916 shares
    Change vs previous 13F +19,876 shares

    5.89% of the 13F portfolio, value $43,815,959.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 731,040 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $45,551,068.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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