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LJI Wealth Management, LLC: VTWO position timeline

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

LJI Wealth Management, LLC held 59,328 VTWO 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 59,328 shares
    Change vs previous 13F +1,460 shares

    1.01% of the 13F portfolio, value $7,203,601.

    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 57,868 shares
    Change vs previous 13F +650 shares

    0.93% of the 13F portfolio, value $5,796,633.

    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 57,218 shares
    Change vs previous 13F -1,498 shares

    0.87% of the 13F portfolio, value $5,694,331.

    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 58,716 shares
    Change vs previous 13F -5,736 shares

    1% of the 13F portfolio, value $5,743,595.

    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 64,452 shares
    Change vs previous 13F +11,030 shares

    0.98% of the 13F portfolio, value $5,621,500.

    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 53,422 shares
    Change vs previous 13F +3,495 shares

    0.86% of the 13F portfolio, value $4,308,501.

    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 49,927 shares
    Change vs previous 13F -6,253 shares

    0.88% of the 13F portfolio, value $4,459,998.

    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 56,180 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,020,264.

    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).