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LJI Wealth Management, LLC: VTI position timeline

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

LJI Wealth Management, LLC held 80,375 VTI 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 80,375 shares
    Change vs previous 13F -2,740 shares

    4.17% of the 13F portfolio, value $29,742,125.

    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 83,115 shares
    Change vs previous 13F -3,208 shares

    4.27% of the 13F portfolio, value $26,664,006.

    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 86,323 shares
    Change vs previous 13F +2,580 shares

    4.42% of the 13F portfolio, value $28,941,470.

    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 83,743 shares
    Change vs previous 13F -6,510 shares

    4.81% of the 13F portfolio, value $27,481,958.

    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 90,253 shares
    Change vs previous 13F -25,332 shares

    4.78% of the 13F portfolio, value $27,430,588.

    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 115,585 shares
    Change vs previous 13F -994 shares

    6.33% of the 13F portfolio, value $31,767,246.

    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 116,579 shares
    Change vs previous 13F +65,903 shares

    6.65% of the 13F portfolio, value $33,785,862.

    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 50,676 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $14,349,403.

    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).