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Disclosery

WJ Financial Advisors LLC: SPY position timeline

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

WJ Financial Advisors LLC held 6,154 SPY 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 6,154 shares
    Change vs previous 13F +74 shares

    3.38% of the 13F portfolio, value $4,595,805.

    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 6,080 shares
    Change vs previous 13F +161 shares

    3.19% of the 13F portfolio, value $3,954,265.

    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 5,919 shares
    Change vs previous 13F +477 shares

    3.59% of the 13F portfolio, value $4,035,970.

    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 5,442 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $3,625,677.

    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).