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Disclosery

4J Wealth Management LLC: TCAL position timeline

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

4J Wealth Management LLC held 0 TCAL 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 0 shares
    Change vs previous 13F -95,981 shares

    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).

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

  2. period ended2026-03-31
    13F 95,981 shares
    Change vs previous 13F +8,168 shares

    1.22% of the 13F portfolio, value $2,145,180.

    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 87,813 shares
    Change vs previous 13F +23,064 shares

    1.18% of the 13F portfolio, value $2,069,751.

    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 64,749 shares
    Change vs previous 13F +51,447 shares

    0.93% of the 13F portfolio, value $1,579,234.

    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 13,302 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $328,559.

    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).