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LJI Wealth Management, LLC: SUB position timeline

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

LJI Wealth Management, LLC held 41,440 SUB 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 41,440 shares
    Change vs previous 13F +1,425 shares

    0.62% of the 13F portfolio, value $4,412,167.

    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 40,015 shares
    Change vs previous 13F +9,763 shares

    0.68% of the 13F portfolio, value $4,261,594.

    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 30,252 shares
    Change vs previous 13F +1,041 shares

    0.49% of the 13F portfolio, value $3,227,894.

    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 29,211 shares
    Change vs previous 13F -350 shares

    0.55% of the 13F portfolio, value $3,119,157.

    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 29,561 shares
    Change vs previous 13F +39 shares

    0.55% of the 13F portfolio, value $3,143,479.

    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 29,522 shares
    Change vs previous 13F +2,813 shares

    0.62% of the 13F portfolio, value $3,117,555.

    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 26,709 shares
    Change vs previous 13F +1,258 shares

    0.55% of the 13F portfolio, value $2,817,310.

    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 25,451 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,702,633.

    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).