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LJI Wealth Management, LLC: IWM position timeline

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

LJI Wealth Management, LLC held 37,265 IWM 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 37,265 shares
    Change vs previous 13F -84,834 shares

    1.57% of the 13F portfolio, value $11,196,286.

    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 122,099 shares
    Change vs previous 13F +5,190 shares

    4.84% of the 13F portfolio, value $30,280,671.

    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 116,909 shares
    Change vs previous 13F +7,047 shares

    4.4% of the 13F portfolio, value $28,778,216.

    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 109,862 shares
    Change vs previous 13F -1,854 shares

    4.65% of the 13F portfolio, value $26,582,151.

    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 111,716 shares
    Change vs previous 13F +7,894 shares

    4.2% of the 13F portfolio, value $24,107,303.

    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 103,822 shares
    Change vs previous 13F +7,758 shares

    4.12% of the 13F portfolio, value $20,711,400.

    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 96,064 shares
    Change vs previous 13F -5,829 shares

    4.18% of the 13F portfolio, value $21,226,235.

    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 101,893 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $22,507,228.

    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).