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LJI Wealth Management, LLC: XBI position timeline

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

LJI Wealth Management, LLC held 13,780 XBI 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 13,780 shares
    Change vs previous 13F -500 shares

    0.31% of the 13F portfolio, value $2,180,685.

    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 14,280 shares
    Change vs previous 13F -40 shares

    0.29% of the 13F portfolio, value $1,823,984.

    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 14,320 shares
    Change vs previous 13F -1,060 shares

    0.27% of the 13F portfolio, value $1,746,037.

    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 15,380 shares
    Change vs previous 13F -300 shares

    0.27% of the 13F portfolio, value $1,541,076.

    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 15,680 shares
    Change vs previous 13F +871 shares

    0.23% of the 13F portfolio, value $1,300,342.

    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 14,809 shares
    Change vs previous 13F +1,195 shares

    0.24% of the 13F portfolio, value $1,201,010.

    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 13,614 shares
    Change vs previous 13F -6,241 shares

    0.24% of the 13F portfolio, value $1,226,077.

    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 19,855 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,961,674.

    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).