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Disclosery

waypoint wealth counsel: IJH position timeline

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

waypoint wealth counsel held 15,807 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,807 shares
    Change vs previous 13F +36 shares

    0.76% of the 13F portfolio, value $1,218,884.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 15,771 shares
    Change vs previous 13F -12,120 shares

    0.55% of the 13F portfolio, value $1,065,045.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 27,891 shares
    Change vs previous 13F -780 shares

    0.68% of the 13F portfolio, value $1,840,808.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 28,671 shares
    Change vs previous 13F -38 shares

    0.74% of the 13F portfolio, value $1,871,093.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 28,709 shares
    Change vs previous 13F -2,591 shares

    0.88% of the 13F portfolio, value $1,780,544.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 31,300 shares
    Change vs previous 13F -4,672 shares

    1.15% of the 13F portfolio, value $1,826,338.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 35,972 shares
    Change vs previous 13F +116 shares

    1.46% of the 13F portfolio, value $2,241,409.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 35,856 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,234,539.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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