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Disclosery

Long Island Wealth Management, Inc.: JULW position timeline

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

Long Island Wealth Management, Inc. held 122,469 JULW 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 122,469 shares
    Change vs previous 13F -78 shares

    2.06% of the 13F portfolio, value $4,999,185.

    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 122,547 shares
    Change vs previous 13F -134 shares

    2.21% of the 13F portfolio, value $4,756,257.

    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 122,681 shares
    Change vs previous 13F +823 shares

    2.27% of the 13F portfolio, value $4,799,281.

    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 121,858 shares
    Change vs previous 13F +350 shares

    2.28% of the 13F portfolio, value $4,679,957.

    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 121,508 shares
    Change vs previous 13F +74,574 shares

    2.35% of the 13F portfolio, value $4,516,452.

    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 46,934 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,617,627.

    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 46,934 shares
    Change vs previous 13F -5,100 shares

    1.03% of the 13F portfolio, value $1,645,722.

    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 52,034 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,797,171.

    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).