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Disclosery

4J Wealth Management LLC: TOUS position timeline

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

4J Wealth Management LLC held 491,077 TOUS 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 491,077 shares
    Change vs previous 13F +3,488 shares

    9.24% of the 13F portfolio, value $18,842,613.

    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 487,589 shares
    Change vs previous 13F -9,859 shares

    9.57% of the 13F portfolio, value $16,841,314.

    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 497,448 shares
    Change vs previous 13F +3,704 shares

    9.82% of the 13F portfolio, value $17,161,946.

    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 493,744 shares
    Change vs previous 13F +35,898 shares

    9.75% of the 13F portfolio, value $16,599,673.

    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 457,846 shares
    Change vs previous 13F +319,808 shares

    10.01% of the 13F portfolio, value $14,820,475.

    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 138,038 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $4,034,851.

    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).