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Disclosery

SpringVest Wealth Management LLC: IJH position timeline

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

SpringVest Wealth Management LLC held 28,470 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 28,470 shares
    Change vs previous 13F -1,854 shares

    1.38% of the 13F portfolio, value $2,195,302.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management 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 30,324 shares
    Change vs previous 13F -1,343 shares

    1.4% of the 13F portfolio, value $2,047,760.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management 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 31,667 shares
    Change vs previous 13F -915 shares

    1.46% of the 13F portfolio, value $2,090,047.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management 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 32,582 shares
    Change vs previous 13F -259 shares

    1.56% of the 13F portfolio, value $2,126,277.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management 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 32,841 shares
    Change vs previous 13F -537 shares

    1.65% of the 13F portfolio, value $2,036,788.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management 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 33,378 shares
    Change vs previous 13F -4,563 shares

    1.61% of the 13F portfolio, value $1,947,612.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management 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 37,941 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,364,076.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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