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Disclosery

Long Island Wealth Management, Inc.: KJAN position timeline

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

Long Island Wealth Management, Inc. held 476,337 KJAN 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 476,337 shares
    Change vs previous 13F +3,343 shares

    8.97% of the 13F portfolio, value $21,735,257.

    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 472,994 shares
    Change vs previous 13F +37,298 shares

    9.15% of the 13F portfolio, value $19,734,256.

    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 435,696 shares
    Change vs previous 13F +4,413 shares

    8.53% of the 13F portfolio, value $18,046,528.

    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 431,283 shares
    Change vs previous 13F -2,609 shares

    8.47% of the 13F portfolio, value $17,404,425.

    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 433,892 shares
    Change vs previous 13F +138,112 shares

    8.45% of the 13F portfolio, value $16,262,272.

    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 295,780 shares
    Change vs previous 13F +5,113 shares

    6.44% of the 13F portfolio, value $10,571,177.

    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 290,667 shares
    Change vs previous 13F -60,545 shares

    6.8% of the 13F portfolio, value $10,856,412.

    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 351,212 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $13,019,429.

    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).