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Disclosery

SWP FINANCIAL LLC: IJH position timeline

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

SWP FINANCIAL LLC held 43,278 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,278 shares
    Change vs previous 13F -735 shares

    1.54% of the 13F portfolio, value $3,337,163.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 44,013 shares
    Change vs previous 13F +639 shares

    1.52% of the 13F portfolio, value $2,972,213.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 43,374 shares
    Change vs previous 13F -791 shares

    1.44% of the 13F portfolio, value $2,862,714.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 44,165 shares
    Change vs previous 13F -114 shares

    1.47% of the 13F portfolio, value $2,882,223.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL 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 44,279 shares
    Change vs previous 13F -136 shares

    1.51% of the 13F portfolio, value $2,746,157.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL 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 44,415 shares
    Change vs previous 13F -578 shares

    1.58% of the 13F portfolio, value $2,591,633.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL 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 44,993 shares
    Change vs previous 13F -109,824 shares

    1.69% of the 13F portfolio, value $2,803,535.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL 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 154,817 shares
    Change vs previous 13F not available

    5.89% of the 13F portfolio, value $9,648,195.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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