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Disclosery

LJI Wealth Management, LLC: PCT position timeline

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

LJI Wealth Management, LLC held 150,230 PCT 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 150,230 shares
    Change vs previous 13F +22,300 shares

    0.17% of the 13F portfolio, value $1,218,365.

    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 127,930 shares
    Change vs previous 13F +62,630 shares

    0.11% of the 13F portfolio, value $663,956.

    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 65,300 shares
    Change vs previous 13F +29,800 shares

    0.09% of the 13F portfolio, value $560,927.

    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 35,500 shares
    Change vs previous 13F +21,000 shares

    0.08% of the 13F portfolio, value $466,825.

    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 14,500 shares
    Change vs previous 13F +2,000 shares

    0.03% of the 13F portfolio, value $198,650.

    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 12,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $86,500.

    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).