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LJI Wealth Management, LLC: QQQ position timeline

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

LJI Wealth Management, LLC held 24,990 QQQ 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 24,990 shares
    Change vs previous 13F -1,241 shares

    2.58% of the 13F portfolio, value $18,402,858.

    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 26,231 shares
    Change vs previous 13F +771 shares

    2.42% of the 13F portfolio, value $15,140,243.

    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 25,460 shares
    Change vs previous 13F -49 shares

    2.39% of the 13F portfolio, value $15,640,420.

    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 25,509 shares
    Change vs previous 13F -540 shares

    2.68% of the 13F portfolio, value $15,315,036.

    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 26,049 shares
    Change vs previous 13F -1,819 shares

    2.5% of the 13F portfolio, value $14,369,695.

    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 27,868 shares
    Change vs previous 13F +762 shares

    2.6% of the 13F portfolio, value $13,067,716.

    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 27,106 shares
    Change vs previous 13F -2,314 shares

    2.73% of the 13F portfolio, value $13,857,241.

    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 29,420 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $14,358,949.

    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).