Long Island Wealth Management, Inc.: PJAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Island Wealth Management, Inc. on PJAN, newest first. How the timeline and the estimate are built.
Long Island Wealth Management, Inc. held 104,089 PJAN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 104,089 sharesChange vs previous 13F +215 shares
2.13% of the 13F portfolio, value $5,151,365.
13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 103,874 sharesChange vs previous 13F -290,433 shares
2.22% of the 13F portfolio, value $4,791,708.
13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 394,307 sharesChange vs previous 13F -86 shares
8.77% of the 13F portfolio, value $18,540,315.
13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 394,393 sharesChange vs previous 13F -6,998 shares
8.79% of the 13F portfolio, value $18,061,227.
13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 401,391 sharesChange vs previous 13F +297,431 shares
9.18% of the 13F portfolio, value $17,681,274.
13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,960 sharesChange vs previous 13F +6,865 shares
2.63% of the 13F portfolio, value $4,311,221.
13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 97,095 sharesChange vs previous 13F -62 shares
2.57% of the 13F portfolio, value $4,102,264.
13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 97,157 sharesChange vs previous 13F not available
2.64% of the 13F portfolio, value $4,014,527.
13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).