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Disclosery

TL Private Wealth: IJH position timeline

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

TL Private Wealth held 13,214 IJH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,214 shares
    Change vs previous 13F -411 shares

    0.35% of the 13F portfolio, value $966,719.

    13F-HR 0001802868-26-000007 filed by TL Private Wealth
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,625 shares
    Change vs previous 13F -92 shares

    0.38% of the 13F portfolio, value $1,028,308.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 13,717 shares
    Change vs previous 13F -848 shares

    0.38% of the 13F portfolio, value $966,379.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 14,565 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $1,006,593.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 14,518 shares
    Change vs previous 13F +408 shares

    0.38% of the 13F portfolio, value $936,253.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 14,110 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $891,027.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 14,108 shares
    Change vs previous 13F +107 shares

    0.36% of the 13F portfolio, value $721,787.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 14,001 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $895,070.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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