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Long Island Wealth Management, Inc.: JANW position timeline

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

Long Island Wealth Management, Inc. held 94,923 JANW 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 94,923 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $3,671,138.

    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 94,923 shares
    Change vs previous 13F -2,200 shares

    1.61% of the 13F portfolio, value $3,462,791.

    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 97,123 shares
    Change vs previous 13F -570 shares

    1.7% of the 13F portfolio, value $3,594,522.

    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 97,693 shares
    Change vs previous 13F -1,359 shares

    1.72% of the 13F portfolio, value $3,530,625.

    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 99,052 shares
    Change vs previous 13F +50,247 shares

    1.8% of the 13F portfolio, value $3,460,283.

    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 48,805 shares
    Change vs previous 13F -6,838 shares

    0.99% of the 13F portfolio, value $1,620,814.

    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 55,643 shares
    Change vs previous 13F -5,283 shares

    1.17% of the 13F portfolio, value $1,871,274.

    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 60,926 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,006,902.

    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).