Skip to content
Disclosery

Wealthspire Advisors, LLC: IJH position timeline

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

Wealthspire Advisors, LLC held 7,961,778 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,961,778 shares
    Change vs previous 13F +252,348 shares

    3.38% of the 13F portfolio, value $613,932,757.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 7,709,430 shares
    Change vs previous 13F +66,478 shares

    4.09% of the 13F portfolio, value $520,617,837.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 7,642,952 shares
    Change vs previous 13F -7,275,118 shares

    4.01% of the 13F portfolio, value $504,434,819.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 14,918,070 shares
    Change vs previous 13F +96,748 shares

    5.09% of the 13F portfolio, value $973,553,162.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 14,821,322 shares
    Change vs previous 13F -658,716 shares

    5.17% of the 13F portfolio, value $919,218,452.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 15,480,038 shares
    Change vs previous 13F +7,873,056 shares

    5.4% of the 13F portfolio, value $903,260,244.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 7,606,982 shares
    Change vs previous 13F +410,754 shares

    4.71% of the 13F portfolio, value $473,991,058.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 7,196,228 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $448,468,944.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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