LJI Wealth Management, LLC: IWS position timeline

LJI Wealth Management, LLC held 2,398 IWS 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 2,398 shares

   Change vs previous 13F -251 shares

   0.06% of the 13F portfolio, value $394,629.

   13F-HR 0001104659-26-089144 filed by LJI Wealth Management, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,649 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $385,992.

   13F-HR 0002085853-26-000559 filed by LJI Wealth Management, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,649 shares

   Change vs previous 13F -440 shares

   0.06% of the 13F portfolio, value $373,570.

   13F-HR 0002085853-26-000182 filed by LJI Wealth Management, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,089 shares

   Change vs previous 13F -183 shares

   0.08% of the 13F portfolio, value $431,370.

   13F-HR 0002085853-25-000182 filed by LJI Wealth Management, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,272 shares

   Change vs previous 13F -93 shares

   0.08% of the 13F portfolio, value $432,362.

   13F-HR 0001667731-25-001020 filed by LJI Wealth Management, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,365 shares

   Change vs previous 13F -400 shares

   0.08% of the 13F portfolio, value $423,889.

   13F-HR 0001667731-25-000572 filed by LJI Wealth Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,765 shares

   Change vs previous 13F -935 shares

   0.1% of the 13F portfolio, value $486,965.

   13F-HR 0001667731-25-000145 filed by LJI Wealth Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,700 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $621,575.

   13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).