Skip to content
Disclosery

AMJ Financial Wealth Management: NDAQ position timeline

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

AMJ Financial Wealth Management held 23,169 NDAQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,169 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,966,816.

    13F-HR 0001986152-26-000119 filed by AMJ Financial Wealth Management
    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 23,169 shares
    Change vs previous 13F -47,937 shares

    0.47% of the 13F portfolio, value $1,966,816.

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    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 71,106 shares
    Change vs previous 13F -62,989 shares

    1.66% of the 13F portfolio, value $6,906,526.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    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 134,095 shares
    Change vs previous 13F -3,710 shares

    2.87% of the 13F portfolio, value $11,860,703.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    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 137,805 shares
    Change vs previous 13F -1,788 shares

    3.12% of the 13F portfolio, value $12,322,523.

    13F-HR 0001986152-25-000061 filed by AMJ Financial Wealth Management
    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 139,593 shares
    Change vs previous 13F +6,787 shares

    3.18% of the 13F portfolio, value $10,589,525.

    13F-HR 0001801585-25-000004 filed by AMJ Financial Wealth Management
    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 132,806 shares
    Change vs previous 13F +37,985 shares

    2.85% of the 13F portfolio, value $10,267,232.

    13F-HR 0001801585-25-000002 filed by AMJ Financial Wealth Management
    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 94,821 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $6,922,881.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).