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Disclosery

Waldron Private Wealth LLC: IJH position timeline

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

Waldron Private Wealth LLC held 169,439 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,439 shares
    Change vs previous 13F -279 shares

    0.45% of the 13F portfolio, value $13,065,444.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 169,718 shares
    Change vs previous 13F -373 shares

    0.45% of the 13F portfolio, value $11,461,058.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 170,091 shares
    Change vs previous 13F -8,889 shares

    0.44% of the 13F portfolio, value $11,226,006.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 178,980 shares
    Change vs previous 13F -14,297 shares

    0.47% of the 13F portfolio, value $11,680,229.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 193,277 shares
    Change vs previous 13F -4,241 shares

    0.52% of the 13F portfolio, value $11,987,027.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 197,518 shares
    Change vs previous 13F -1,809 shares

    0.54% of the 13F portfolio, value $11,525,177.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 199,327 shares
    Change vs previous 13F -4,591 shares

    0.5% of the 13F portfolio, value $12,420,067.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 203,918 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $12,708,167.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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