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Ascentis Wealth Management, LLC: IJH position timeline

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

Ascentis Wealth Management, LLC held 18,902 IJH shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,902 shares
    Change vs previous 13F -19,067 shares

    0.21% of the 13F portfolio, value $1,458,308.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,274 shares
    • Ascentis Wealth Management, LLC: 16,628 shares

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

  2. period ended2026-03-31
    13F 37,969 shares
    Change vs previous 13F +7,334 shares

    0.14% of the 13F portfolio, value $2,564,109.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 21,120 shares
    • Ascentis Wealth Management, LLC: 16,849 shares

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

  3. period ended2025-12-31
    13F 30,635 shares
    Change vs previous 13F -1,831 shares

    0.19% of the 13F portfolio, value $2,022,688.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,495 shares
    • Ascentis Wealth Management, LLC: 16,140 shares

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

  4. period ended2025-09-30
    13F 32,466 shares
    Change vs previous 13F +2,329 shares

    0.2% of the 13F portfolio, value $2,119,361.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,888 shares
    • Ascentis Wealth Management, LLC: 15,578 shares

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

  5. period ended2025-06-30
    13F 30,137 shares
    Change vs previous 13F +275 shares

    0.2% of the 13F portfolio, value $1,881,485.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,799 shares
    • Ascentis Wealth Management, LLC: 15,338 shares

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

  6. period ended2025-03-31
    13F 29,862 shares
    Change vs previous 13F +16,908 shares

    0.21% of the 13F portfolio, value $1,748,174.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,187 shares
    • Ascentis Wealth Management, LLC: 16,675 shares

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

  7. period ended2024-12-31
    13F 12,954 shares
    Change vs previous 13F +159 shares

    0.1% of the 13F portfolio, value $807,192.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,843 shares
    • Ascentis Wealth Management, LLC: 111 shares

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

  8. period ended2024-09-30
    13F/A 12,795 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $797,344.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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