Skip to content
Disclosery

4J Wealth Management LLC: CI position timeline

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

4J Wealth Management LLC held 0 CI shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -732 shares

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 732 shares
    Change vs previous 13F +45 shares

    0.12% of the 13F portfolio, value $210,999.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 687 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $227,108.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 687 shares
    Change vs previous 13F +687 shares

    0.18% of the 13F portfolio, value $226,023.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -623 shares

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 623 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $215,832.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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