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LJI Wealth Management, LLC: YYY position timeline

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

LJI Wealth Management, LLC held 148,139 YYY 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 148,139 shares
    Change vs previous 13F -1,631,445 shares

    0.24% of the 13F portfolio, value $1,708,045.

    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 1,779,584 shares
    Change vs previous 13F +69,001 shares

    3.14% of the 13F portfolio, value $19,628,815.

    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 1,710,583 shares
    Change vs previous 13F +211,845 shares

    3.01% of the 13F portfolio, value $19,688,814.

    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 1,498,738 shares
    Change vs previous 13F +8,892 shares

    3.09% of the 13F portfolio, value $17,700,098.

    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 1,489,846 shares
    Change vs previous 13F +207,339 shares

    3.04% of the 13F portfolio, value $17,446,098.

    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 1,282,507 shares
    Change vs previous 13F +45,103 shares

    2.91% of the 13F portfolio, value $14,633,410.

    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 1,237,404 shares
    Change vs previous 13F +136,962 shares

    2.81% of the 13F portfolio, value $14,254,889.

    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 1,100,442 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $13,568,451.

    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).