Skip to content
Disclosery

LJI Wealth Management, LLC: AVUV position timeline

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

LJI Wealth Management, LLC held 6,328 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,328 shares
    Change vs previous 13F -1,283 shares

    0.11% of the 13F portfolio, value $789,485.

    13F-HR 0001104659-26-089144 filed by LJI 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 7,611 shares
    Change vs previous 13F -15,811 shares

    0.13% of the 13F portfolio, value $840,798.

    13F-HR 0002085853-26-000559 filed by LJI 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 23,422 shares
    Change vs previous 13F +18,650 shares

    0.36% of the 13F portfolio, value $2,388,605.

    13F-HR 0002085853-26-000182 filed by LJI 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 4,772 shares
    Change vs previous 13F -17,132 shares

    0.08% of the 13F portfolio, value $474,957.

    13F-HR 0002085853-25-000182 filed by LJI 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 21,904 shares
    Change vs previous 13F -3,838 shares

    0.35% of the 13F portfolio, value $1,995,473.

    13F-HR 0001667731-25-001020 filed by LJI 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 25,742 shares
    Change vs previous 13F +1,180 shares

    0.45% of the 13F portfolio, value $2,243,968.

    13F-HR 0001667731-25-000572 filed by LJI 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 24,562 shares
    Change vs previous 13F +3,918 shares

    0.47% of the 13F portfolio, value $2,370,924.

    13F-HR 0001667731-25-000145 filed by LJI 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 20,644 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,980,771.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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