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LJI Wealth Management, LLC: ISTB position timeline

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

LJI Wealth Management, LLC held 1,198,694 ISTB 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 1,198,694 shares
    Change vs previous 13F +1,176,919 shares

    8.1% of the 13F portfolio, value $57,836,983.

    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 21,775 shares
    Change vs previous 13F -786 shares

    0.17% of the 13F portfolio, value $1,055,192.

    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 22,561 shares
    Change vs previous 13F +357 shares

    0.17% of the 13F portfolio, value $1,099,847.

    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 22,204 shares
    Change vs previous 13F -139 shares

    0.19% of the 13F portfolio, value $1,084,459.

    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 22,343 shares
    Change vs previous 13F -21,330 shares

    0.19% of the 13F portfolio, value $1,087,009.

    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 43,673 shares
    Change vs previous 13F -2,436 shares

    0.42% of the 13F portfolio, value $2,111,603.

    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 46,109 shares
    Change vs previous 13F -23,278 shares

    0.43% of the 13F portfolio, value $2,202,611.

    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 69,387 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,377,743.

    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).