Skip to content
Disclosery

LJI Wealth Management, LLC: DFAT position timeline

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

LJI Wealth Management, LLC held 18,731 DFAT 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 18,731 shares
    Change vs previous 13F -3,576 shares

    0.18% of the 13F portfolio, value $1,309,283.

    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 22,307 shares
    Change vs previous 13F -38,552 shares

    0.22% of the 13F portfolio, value $1,393,079.

    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 60,859 shares
    Change vs previous 13F +43,891 shares

    0.55% of the 13F portfolio, value $3,623,528.

    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 16,968 shares
    Change vs previous 13F -44,775 shares

    0.17% of the 13F portfolio, value $987,721.

    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 61,743 shares
    Change vs previous 13F +5,375 shares

    0.58% of the 13F portfolio, value $3,331,651.

    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 56,368 shares
    Change vs previous 13F +123 shares

    0.58% of the 13F portfolio, value $2,902,367.

    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 56,245 shares
    Change vs previous 13F +242 shares

    0.62% of the 13F portfolio, value $3,130,586.

    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 56,003 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,115,453.

    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).