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Disclosery

WorthPointe, LLC: IJH position timeline

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

WorthPointe, LLC held 34,409 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,409 shares
    Change vs previous 13F +285 shares

    0.67% of the 13F portfolio, value $2,653,304.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 34,124 shares
    Change vs previous 13F -4,474 shares

    0.63% of the 13F portfolio, value $2,304,394.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 38,598 shares
    Change vs previous 13F -47 shares

    0.67% of the 13F portfolio, value $2,547,468.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 38,645 shares
    Change vs previous 13F +559 shares

    0.95% of the 13F portfolio, value $2,521,973.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 38,086 shares
    Change vs previous 13F -991 shares

    0.99% of the 13F portfolio, value $2,362,094.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 39,077 shares
    Change vs previous 13F -1,156 shares

    1.04% of the 13F portfolio, value $2,280,143.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 40,233 shares
    Change vs previous 13F -794 shares

    1.04% of the 13F portfolio, value $2,506,918.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 41,027 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,556,803.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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