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LJI Wealth Management, LLC: FLOT position timeline

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

LJI Wealth Management, LLC held 722,584 FLOT 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 722,584 shares
    Change vs previous 13F +71,125 shares

    5.17% of the 13F portfolio, value $36,887,902.

    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 651,459 shares
    Change vs previous 13F -3,874 shares

    5.31% of the 13F portfolio, value $33,191,821.

    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 655,333 shares
    Change vs previous 13F +149,124 shares

    5.09% of the 13F portfolio, value $33,330,244.

    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 506,209 shares
    Change vs previous 13F +142,858 shares

    4.52% of the 13F portfolio, value $25,859,698.

    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 363,351 shares
    Change vs previous 13F +12,751 shares

    3.23% of the 13F portfolio, value $18,538,143.

    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 350,600 shares
    Change vs previous 13F +13,969 shares

    3.56% of the 13F portfolio, value $17,898,154.

    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 336,631 shares
    Change vs previous 13F -4,001 shares

    3.37% of the 13F portfolio, value $17,127,764.

    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 340,632 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $17,385,833.

    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).