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LJI Wealth Management, LLC: BSVO position timeline

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

LJI Wealth Management, LLC held 11,504 BSVO 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 11,504 shares
    Change vs previous 13F -8,802 shares

    0.05% of the 13F portfolio, value $335,798.

    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 20,306 shares
    Change vs previous 13F -6,756 shares

    0.08% of the 13F portfolio, value $515,163.

    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 27,062 shares
    Change vs previous 13F +17,324 shares

    0.1% of the 13F portfolio, value $630,545.

    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 9,738 shares
    Change vs previous 13F -17,723 shares

    0.04% of the 13F portfolio, value $220,578.

    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 27,461 shares
    Change vs previous 13F -1,143 shares

    0.1% of the 13F portfolio, value $559,653.

    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 28,604 shares
    Change vs previous 13F -354 shares

    0.11% of the 13F portfolio, value $556,059.

    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 28,958 shares
    Change vs previous 13F -47 shares

    0.12% of the 13F portfolio, value $626,938.

    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 29,005 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $640,722.

    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).