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Disclosery

Long Island Wealth Management, Inc.: IJAN position timeline

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

Long Island Wealth Management, Inc. held 515,972 IJAN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 515,972 shares
    Change vs previous 13F +5,488 shares

    8.11% of the 13F portfolio, value $19,648,162.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 510,484 shares
    Change vs previous 13F +85,666 shares

    8.59% of the 13F portfolio, value $18,520,360.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 424,818 shares
    Change vs previous 13F +12,053 shares

    7.26% of the 13F portfolio, value $15,361,419.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 412,765 shares
    Change vs previous 13F -246 shares

    7.07% of the 13F portfolio, value $14,525,118.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 413,011 shares
    Change vs previous 13F +189,045 shares

    7.34% of the 13F portfolio, value $14,127,413.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 223,966 shares
    Change vs previous 13F +33,872 shares

    4.36% of the 13F portfolio, value $7,161,111.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 190,094 shares
    Change vs previous 13F -13,239 shares

    3.6% of the 13F portfolio, value $5,746,161.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 203,333 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $6,704,824.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).