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4J Wealth Management LLC: TCAF position timeline

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

4J Wealth Management LLC held 205,529 TCAF 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 205,529 shares
    Change vs previous 13F -64,768 shares

    4.14% of the 13F portfolio, value $8,447,261.

    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 270,297 shares
    Change vs previous 13F -9,261 shares

    5.47% of the 13F portfolio, value $9,619,868.

    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 279,558 shares
    Change vs previous 13F +11,974 shares

    6.12% of the 13F portfolio, value $10,684,704.

    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 267,584 shares
    Change vs previous 13F +13,117 shares

    5.93% of the 13F portfolio, value $10,087,919.

    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 254,467 shares
    Change vs previous 13F +2,809 shares

    6.06% of the 13F portfolio, value $8,977,581.

    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 251,658 shares
    Change vs previous 13F +4,491 shares

    6.41% of the 13F portfolio, value $8,123,533.

    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 247,167 shares
    Change vs previous 13F +26,845 shares

    6.66% of the 13F portfolio, value $8,223,245.

    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 220,322 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $7,325,691.

    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).