Skip to content
Disclosery

Long Island Wealth Management, Inc.: KJUL position timeline

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

Long Island Wealth Management, Inc. held 53,197 KJUL 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 53,197 shares
    Change vs previous 13F +8,683 shares

    0.75% of the 13F portfolio, value $1,807,102.

    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 44,514 shares
    Change vs previous 13F -1,372 shares

    0.66% of the 13F portfolio, value $1,425,775.

    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 45,886 shares
    Change vs previous 13F +1,100 shares

    0.69% of the 13F portfolio, value $1,454,618.

    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 44,786 shares
    Change vs previous 13F +2,530 shares

    0.68% of the 13F portfolio, value $1,386,575.

    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 42,256 shares
    Change vs previous 13F +9,509 shares

    0.64% of the 13F portfolio, value $1,233,664.

    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 32,747 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $915,790.

    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 32,747 shares
    Change vs previous 13F -2,720 shares

    0.6% of the 13F portfolio, value $963,908.

    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 35,467 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,033,150.

    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).