Skip to content
Disclosery

LJI Wealth Management, LLC: VTEB position timeline

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

LJI Wealth Management, LLC held 30,004 VTEB 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 30,004 shares
    Change vs previous 13F +531 shares

    0.21% of the 13F portfolio, value $1,517,602.

    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 29,473 shares
    Change vs previous 13F -14,930 shares

    0.24% of the 13F portfolio, value $1,470,407.

    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 44,403 shares
    Change vs previous 13F +15,521 shares

    0.34% of the 13F portfolio, value $2,233,026.

    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 28,882 shares
    Change vs previous 13F -2,871 shares

    0.25% of the 13F portfolio, value $1,446,121.

    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 31,753 shares
    Change vs previous 13F +6,434 shares

    0.27% of the 13F portfolio, value $1,556,850.

    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 25,319 shares
    Change vs previous 13F -261 shares

    0.25% of the 13F portfolio, value $1,256,329.

    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 25,580 shares
    Change vs previous 13F +1,214 shares

    0.25% of the 13F portfolio, value $1,282,325.

    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 24,366 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,245,590.

    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).