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Disclosery

Long Island Wealth Management, Inc.: NJAN position timeline

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

Long Island Wealth Management, Inc. held 114,409 NJAN 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 114,409 shares
    Change vs previous 13F +1,624 shares

    2.79% of the 13F portfolio, value $6,752,419.

    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 112,785 shares
    Change vs previous 13F +16,611 shares

    2.79% of the 13F portfolio, value $6,019,335.

    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 96,174 shares
    Change vs previous 13F -467 shares

    2.5% of the 13F portfolio, value $5,281,876.

    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 96,641 shares
    Change vs previous 13F -1,016 shares

    2.5% of the 13F portfolio, value $5,140,431.

    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 97,657 shares
    Change vs previous 13F +91,547 shares

    2.57% of the 13F portfolio, value $4,956,093.

    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 6,110 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $283,333.

    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 6,110 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $293,830.

    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 6,110 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $283,848.

    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).