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Long Island Wealth Management, Inc.: PJUL position timeline

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

Long Island Wealth Management, Inc. held 44,057 PJUL 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 44,057 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,150,422.

    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 44,057 shares
    Change vs previous 13F -2,081 shares

    0.94% of the 13F portfolio, value $2,025,190.

    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 46,138 shares
    Change vs previous 13F +545 shares

    1.01% of the 13F portfolio, value $2,142,187.

    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 45,593 shares
    Change vs previous 13F +3,278 shares

    1.01% of the 13F portfolio, value $2,079,041.

    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 42,315 shares
    Change vs previous 13F +5,283 shares

    0.96% of the 13F portfolio, value $1,855,513.

    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 37,032 shares
    Change vs previous 13F -43,821 shares

    0.91% of the 13F portfolio, value $1,488,316.

    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 80,853 shares
    Change vs previous 13F -2,404 shares

    2.08% of the 13F portfolio, value $3,328,718.

    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 83,257 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,370,235.

    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).