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StrongBox Wealth, LLC: IJH position timeline

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

StrongBox Wealth, LLC held 152,477 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,477 shares
    Change vs previous 13F -755 shares

    3.35% of the 13F portfolio, value $11,757,575.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 153,232 shares
    Change vs previous 13F -33,895 shares

    3.31% of the 13F portfolio, value $10,347,787.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 187,127 shares
    Change vs previous 13F +32,334 shares

    4.06% of the 13F portfolio, value $12,350,379.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 154,793 shares
    Change vs previous 13F +8,459 shares

    3.42% of the 13F portfolio, value $10,101,847.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 146,334 shares
    Change vs previous 13F +2,539 shares

    3.44% of the 13F portfolio, value $9,075,648.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 143,795 shares
    Change vs previous 13F +11,169 shares

    3.5% of the 13F portfolio, value $8,390,420.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, 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 132,626 shares
    Change vs previous 13F +5,268 shares

    3.5% of the 13F portfolio, value $8,263,904.

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, 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 127,358 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $7,936,957.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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