Skip to content
Disclosery

LJI Wealth Management, LLC: SLQD position timeline

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

LJI Wealth Management, LLC held 1,635,740 SLQD 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 1,635,740 shares
    Change vs previous 13F +268,114 shares

    11.54% of the 13F portfolio, value $82,392,200.

    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 1,367,626 shares
    Change vs previous 13F +59,322 shares

    11.05% of the 13F portfolio, value $69,051,424.

    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 1,308,304 shares
    Change vs previous 13F +155,030 shares

    10.13% of the 13F portfolio, value $66,331,006.

    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 1,153,274 shares
    Change vs previous 13F +32,429 shares

    10.25% of the 13F portfolio, value $58,620,939.

    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 1,120,845 shares
    Change vs previous 13F +16,467 shares

    9.88% of the 13F portfolio, value $56,703,557.

    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 1,104,378 shares
    Change vs previous 13F +29,791 shares

    11.06% of the 13F portfolio, value $55,528,101.

    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 1,074,587 shares
    Change vs previous 13F +183,733 shares

    10.53% of the 13F portfolio, value $53,449,966.

    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 890,854 shares
    Change vs previous 13F not available

    9.19% of the 13F portfolio, value $44,925,784.

    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).