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Disclosery

Long Island Wealth Management, Inc.: IJUL position timeline

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

Long Island Wealth Management, Inc. held 65,841 IJUL 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 65,841 shares
    Change vs previous 13F +7,728 shares

    0.98% of the 13F portfolio, value $2,368,301.

    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 58,113 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,961,320.

    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 58,113 shares
    Change vs previous 13F +986 shares

    0.92% of the 13F portfolio, value $1,947,245.

    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 57,127 shares
    Change vs previous 13F +9,191 shares

    0.91% of the 13F portfolio, value $1,867,242.

    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 47,936 shares
    Change vs previous 13F +16,944 shares

    0.8% of the 13F portfolio, value $1,531,076.

    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 30,992 shares
    Change vs previous 13F +32 shares

    0.55% of the 13F portfolio, value $902,487.

    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 30,960 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $857,468.

    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 30,960 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $910,419.

    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).