Skip to content
Disclosery

LJI Wealth Management, LLC: SPTM position timeline

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

LJI Wealth Management, LLC held 25,721 SPTM 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 25,721 shares
    Change vs previous 13F +100 shares

    0.33% of the 13F portfolio, value $2,335,228.

    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 25,621 shares
    Change vs previous 13F +2,255 shares

    0.32% of the 13F portfolio, value $2,025,596.

    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 23,366 shares
    Change vs previous 13F +1,463 shares

    0.29% of the 13F portfolio, value $1,927,684.

    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 21,903 shares
    Change vs previous 13F +1,715 shares

    0.31% of the 13F portfolio, value $1,766,466.

    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 20,188 shares
    Change vs previous 13F -6,249 shares

    0.26% of the 13F portfolio, value $1,511,870.

    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 26,437 shares
    Change vs previous 13F +3,524 shares

    0.36% of the 13F portfolio, value $1,798,010.

    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 22,913 shares
    Change vs previous 13F +2,214 shares

    0.32% of the 13F portfolio, value $1,636,698.

    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 20,699 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,450,198.

    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).