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LJI Wealth Management, LLC: DFUS position timeline

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

LJI Wealth Management, LLC held 22,369 DFUS 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 22,369 shares
    Change vs previous 13F -12,834 shares

    0.26% of the 13F portfolio, value $1,832,937.

    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 35,203 shares
    Change vs previous 13F -37,736 shares

    0.4% of the 13F portfolio, value $2,496,244.

    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 72,939 shares
    Change vs previous 13F +54,850 shares

    0.83% of the 13F portfolio, value $5,409,876.

    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 18,089 shares
    Change vs previous 13F -39,726 shares

    0.23% of the 13F portfolio, value $1,310,342.

    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 57,815 shares
    Change vs previous 13F +14,179 shares

    0.67% of the 13F portfolio, value $3,874,739.

    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 43,636 shares
    Change vs previous 13F +19,829 shares

    0.53% of the 13F portfolio, value $2,639,109.

    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 23,807 shares
    Change vs previous 13F +14,209 shares

    0.3% of the 13F portfolio, value $1,517,687.

    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 9,598 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $596,996.

    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).