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LJI Wealth Management, LLC: PDP position timeline

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

LJI Wealth Management, LLC held 8,226 PDP 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 8,226 shares
    Change vs previous 13F -10,973 shares

    0.17% of the 13F portfolio, value $1,248,075.

    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 19,199 shares
    Change vs previous 13F -1,882 shares

    0.37% of the 13F portfolio, value $2,318,211.

    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 21,081 shares
    Change vs previous 13F -89 shares

    0.37% of the 13F portfolio, value $2,453,868.

    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 21,170 shares
    Change vs previous 13F -52,386 shares

    0.44% of the 13F portfolio, value $2,499,165.

    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 73,556 shares
    Change vs previous 13F +2,836 shares

    1.39% of the 13F portfolio, value $7,987,474.

    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 70,720 shares
    Change vs previous 13F +3,532 shares

    1.41% of the 13F portfolio, value $7,070,545.

    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 67,188 shares
    Change vs previous 13F -25,422 shares

    1.42% of the 13F portfolio, value $7,230,053.

    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 92,610 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $9,562,958.

    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).