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Disclosery

Long Island Wealth Management, Inc.: PBJA position timeline

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

Long Island Wealth Management, Inc. held 161,364 PBJA 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 161,364 shares
    Change vs previous 13F -1,883 shares

    2.15% of the 13F portfolio, value $5,209,508.

    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 163,247 shares
    Change vs previous 13F +78,867 shares

    2.3% of the 13F portfolio, value $4,967,019.

    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 84,380 shares
    Change vs previous 13F +441 shares

    1.23% of the 13F portfolio, value $2,605,654.

    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 83,939 shares
    Change vs previous 13F +8,100 shares

    1.23% of the 13F portfolio, value $2,528,192.

    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 75,839 shares
    Change vs previous 13F -205,737 shares

    1.15% of the 13F portfolio, value $2,206,187.

    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 281,576 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $7,786,675.

    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).