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
- period ended2026-06-3013F 94,923 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 94,923 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 97,123 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 97,693 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,052 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,805 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,643 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,926 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).