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Disclosery

Towerpoint Wealth, LLC: IJH position timeline

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

Towerpoint Wealth, LLC held 37,511 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,511 shares
    Change vs previous 13F -150 shares

    1% of the 13F portfolio, value $2,892,471.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 37,661 shares
    Change vs previous 13F +895 shares

    1.03% of the 13F portfolio, value $2,543,226.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 36,766 shares
    Change vs previous 13F +196 shares

    0.96% of the 13F portfolio, value $2,426,545.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 36,570 shares
    Change vs previous 13F -1,096 shares

    0.98% of the 13F portfolio, value $2,386,580.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 37,666 shares
    Change vs previous 13F +23,500 shares

    1.04% of the 13F portfolio, value $2,336,018.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 14,166 shares
    Change vs previous 13F +5,888 shares

    0.41% of the 13F portfolio, value $826,591.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 8,278 shares
    Change vs previous 13F -28 shares

    0.25% of the 13F portfolio, value $515,821.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 8,306 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $517,655.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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