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LJI Wealth Management, LLC: VTWG position timeline

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

LJI Wealth Management, LLC held 31,517 VTWG 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 31,517 shares
    Change vs previous 13F -2,216 shares

    1.27% of the 13F portfolio, value $9,066,903.

    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 33,733 shares
    Change vs previous 13F +544 shares

    1.24% of the 13F portfolio, value $7,726,176.

    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 33,189 shares
    Change vs previous 13F -4,022 shares

    1.2% of the 13F portfolio, value $7,832,346.

    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 37,211 shares
    Change vs previous 13F -34,737 shares

    1.52% of the 13F portfolio, value $8,699,227.

    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 71,948 shares
    Change vs previous 13F +12,004 shares

    2.61% of the 13F portfolio, value $14,998,991.

    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 59,944 shares
    Change vs previous 13F +2,332 shares

    2.22% of the 13F portfolio, value $11,171,078.

    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 57,612 shares
    Change vs previous 13F -4,107 shares

    2.38% of the 13F portfolio, value $12,106,485.

    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 61,719 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $12,791,292.

    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).