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TRUE Private Wealth Advisors: IJH position timeline

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

TRUE Private Wealth Advisors held 47,363 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 47,363 shares
    Change vs previous 13F -1,591 shares

    0.32% of the 13F portfolio, value $3,652,146.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 48,954 shares
    Change vs previous 13F -2,627 shares

    0.32% of the 13F portfolio, value $3,305,929.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 51,581 shares
    Change vs previous 13F -2,069 shares

    0.34% of the 13F portfolio, value $3,404,361.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 53,650 shares
    Change vs previous 13F -2,258 shares

    0.36% of the 13F portfolio, value $3,501,225.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 55,908 shares
    Change vs previous 13F -224,048 shares

    0.39% of the 13F portfolio, value $3,467,396.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 279,956 shares
    Change vs previous 13F -174,550 shares

    1.98% of the 13F portfolio, value $16,335,406.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 454,506 shares
    Change vs previous 13F -5,856 shares

    3.44% of the 13F portfolio, value $28,320,311.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 460,362 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $28,689,804.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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