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Wealthspire Retirement, LLC: IJH position timeline

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

Wealthspire Retirement, LLC held 363,630 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 363,630 shares
    Change vs previous 13F -53,950 shares

    1.51% of the 13F portfolio, value $27,523,896.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 417,580 shares
    Change vs previous 13F +58,041 shares

    1.69% of the 13F portfolio, value $28,199,221.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 359,539 shares
    Change vs previous 13F +12,286 shares

    1.44% of the 13F portfolio, value $23,729,525.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 347,253 shares
    Change vs previous 13F +4,254 shares

    1.45% of the 13F portfolio, value $22,661,780.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 342,999 shares
    Change vs previous 13F -22,072 shares

    1.41% of the 13F portfolio, value $21,272,775.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 365,071 shares
    Change vs previous 13F +72,451 shares

    1.69% of the 13F portfolio, value $21,301,873.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 292,620 shares
    Change vs previous 13F +3,236 shares

    1.44% of the 13F portfolio, value $18,233,124.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 289,384 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $18,036,148.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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