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LJI Wealth Management, LLC: DFUV position timeline

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

LJI Wealth Management, LLC held 18,760 DFUV 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 18,760 shares
    Change vs previous 13F -1,142 shares

    0.14% of the 13F portfolio, value $1,032,002.

    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 19,902 shares
    Change vs previous 13F -18,315 shares

    0.15% of the 13F portfolio, value $964,444.

    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 38,217 shares
    Change vs previous 13F +33,524 shares

    0.27% of the 13F portfolio, value $1,780,545.

    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 4,693 shares
    Change vs previous 13F -33,319 shares

    0.04% of the 13F portfolio, value $209,749.

    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 38,012 shares
    Change vs previous 13F +8,806 shares

    0.28% of the 13F portfolio, value $1,607,150.

    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 29,206 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $1,203,570.

    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 29,195 shares
    Change vs previous 13F -584 shares

    0.24% of the 13F portfolio, value $1,194,673.

    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 29,779 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,241,498.

    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).