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LJI Wealth Management, LLC: BA position timeline

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

LJI Wealth Management, LLC held 11,495 BA 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 11,495 shares
    Change vs previous 13F +473 shares

    0.35% of the 13F portfolio, value $2,488,348.

    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 11,022 shares
    Change vs previous 13F -53 shares

    0.35% of the 13F portfolio, value $2,193,778.

    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 11,075 shares
    Change vs previous 13F +110 shares

    0.37% of the 13F portfolio, value $2,404,679.

    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 10,965 shares
    Change vs previous 13F -52 shares

    0.41% of the 13F portfolio, value $2,366,651.

    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 11,017 shares
    Change vs previous 13F -65 shares

    0.4% of the 13F portfolio, value $2,308,465.

    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 11,082 shares
    Change vs previous 13F +2,111 shares

    0.38% of the 13F portfolio, value $1,890,009.

    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 8,971 shares
    Change vs previous 13F -874 shares

    0.31% of the 13F portfolio, value $1,587,867.

    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 9,845 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,496,834.

    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).