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WJ Financial Advisors LLC: MDB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Financial Advisors LLC on MDB, newest first. How the timeline and the estimate are built.

WJ Financial Advisors LLC held 5,539 MDB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,539 shares
    Change vs previous 13F -1,881 shares

    1.37% of the 13F portfolio, value $1,860,550.

    13F-HR 0002095682-26-000003 filed by WJ Financial Advisors LLC
    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 7,420 shares
    Change vs previous 13F +3,893 shares

    1.47% of the 13F portfolio, value $1,816,193.

    13F-HR 0002095682-26-000002 filed by WJ Financial Advisors LLC
    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 3,527 shares
    Change vs previous 13F -4,921 shares

    1.32% of the 13F portfolio, value $1,480,247.

    13F-HR 0002095682-26-000001 filed by WJ Financial Advisors LLC
    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 8,448 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,622,090.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).