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LJI Wealth Management, LLC: ITOT position timeline

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

LJI Wealth Management, LLC held 1,183,884 ITOT 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 1,183,884 shares
    Change vs previous 13F -37,475 shares

    27.24% of the 13F portfolio, value $194,476,568.

    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 1,221,359 shares
    Change vs previous 13F +12,638 shares

    27.83% of the 13F portfolio, value $173,958,147.

    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 1,208,721 shares
    Change vs previous 13F +65,998 shares

    27.45% of the 13F portfolio, value $179,724,778.

    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 1,142,723 shares
    Change vs previous 13F -43,264 shares

    29.1% of the 13F portfolio, value $166,437,537.

    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 1,185,987 shares
    Change vs previous 13F +148,295 shares

    27.9% of the 13F portfolio, value $160,155,716.

    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 1,037,692 shares
    Change vs previous 13F +53,298 shares

    25.21% of the 13F portfolio, value $126,608,861.

    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 984,394 shares
    Change vs previous 13F +71,295 shares

    24.94% of the 13F portfolio, value $126,612,772.

    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 913,099 shares
    Change vs previous 13F not available

    23.46% of the 13F portfolio, value $114,703,483.

    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).