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LJI Wealth Management, LLC: IVOG position timeline

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

LJI Wealth Management, LLC held 100,227 IVOG 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 100,227 shares
    Change vs previous 13F -21,262 shares

    2.05% of the 13F portfolio, value $14,663,182.

    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 121,489 shares
    Change vs previous 13F +4,253 shares

    2.43% of the 13F portfolio, value $15,189,744.

    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 117,236 shares
    Change vs previous 13F +5,000 shares

    2.15% of the 13F portfolio, value $14,091,808.

    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 112,236 shares
    Change vs previous 13F -1,739 shares

    2.34% of the 13F portfolio, value $13,409,772.

    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 113,975 shares
    Change vs previous 13F +12,026 shares

    2.24% of the 13F portfolio, value $12,882,555.

    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 101,949 shares
    Change vs previous 13F +4,603 shares

    2.09% of the 13F portfolio, value $10,518,046.

    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 97,346 shares
    Change vs previous 13F +1,749 shares

    2.16% of the 13F portfolio, value $10,969,885.

    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 95,597 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $10,958,272.

    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).