Skip to content
Disclosery

4J Wealth Management LLC: IBDT position timeline

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

4J Wealth Management LLC held 33,460 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,460 shares
    Change vs previous 13F +2,618 shares

    0.41% of the 13F portfolio, value $844,871.

    13F-HR 0001754960-26-000594 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).

  2. period ended2026-03-31
    13F 30,842 shares
    Change vs previous 13F +1,651 shares

    0.44% of the 13F portfolio, value $781,238.

    13F-HR 0001754960-26-000353 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 ended2025-12-31
    13F 29,191 shares
    Change vs previous 13F +5,842 shares

    0.43% of the 13F portfolio, value $743,051.

    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).

  4. period ended2025-09-30
    13F 23,349 shares
    Change vs previous 13F -4,870 shares

    0.35% of the 13F portfolio, value $595,878.

    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).

  5. period ended2025-06-30
    13F 28,219 shares
    Change vs previous 13F +3,250 shares

    0.48% of the 13F portfolio, value $717,331.

    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).

  6. period ended2025-03-31
    13F 24,969 shares
    Change vs previous 13F +4,340 shares

    0.5% of the 13F portfolio, value $630,710.

    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).

  7. period ended2024-12-31
    13F 20,629 shares
    Change vs previous 13F -560 shares

    0.42% of the 13F portfolio, value $513,662.

    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).

  8. period ended2024-09-30
    13F 21,189 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $540,955.

    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).