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Disclosery

4J Wealth Management LLC: IBDW position timeline

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

4J Wealth Management LLC held 23,010 IBDW 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 23,010 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $479,528.

    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 23,010 shares
    Change vs previous 13F +750 shares

    0.27% of the 13F portfolio, value $481,599.

    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 22,260 shares
    Change vs previous 13F +12,700 shares

    0.27% of the 13F portfolio, value $470,799.

    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 9,560 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $202,863.

    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 9,560 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $201,142.

    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).