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Disclosery

4J Wealth Management LLC: NEAR position timeline

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

4J Wealth Management LLC held 12,900 NEAR 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 12,900 shares
    Change vs previous 13F +2,480 shares

    0.32% of the 13F portfolio, value $653,523.

    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 10,420 shares
    Change vs previous 13F +316 shares

    0.3% of the 13F portfolio, value $529,710.

    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 10,104 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $516,323.

    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 10,104 shares
    Change vs previous 13F -85 shares

    0.3% of the 13F portfolio, value $518,142.

    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 10,189 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $520,667.

    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 10,189 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $518,323.

    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 10,189 shares
    Change vs previous 13F -738 shares

    0.42% of the 13F portfolio, value $514,553.

    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 10,927 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $559,924.

    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).