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Souders Financial Advisors: IJH position timeline

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

Souders Financial Advisors held 83,901 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,901 shares
    Change vs previous 13F +90 shares

    0.65% of the 13F portfolio, value $6,469,624.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 83,811 shares
    Change vs previous 13F -1,866 shares

    0.65% of the 13F portfolio, value $5,659,746.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 85,677 shares
    Change vs previous 13F +163 shares

    0.65% of the 13F portfolio, value $5,654,650.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 85,514 shares
    Change vs previous 13F +3,840 shares

    0.66% of the 13F portfolio, value $5,580,633.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 81,674 shares
    Change vs previous 13F +3,667 shares

    0.64% of the 13F portfolio, value $5,065,393.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 78,007 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,551,718.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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