WJ Wealth Management, LLC: BILS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Wealth Management, LLC on BILS, newest first. How the timeline and the estimate are built.
WJ Wealth Management, LLC held 0 BILS shares at 2025-09-30 per its 13F-HR/A filed 2025-11-25.
the latest 13F is the newest step
- period ended2025-09-3013F/A 0 sharesChange vs previous 13F -10,763 shares
13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,763 sharesChange vs previous 13F -4,219 shares
0.34% of the 13F portfolio, value $1,070,167.
13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,982 sharesChange vs previous 13F +6,680 shares
0.53% of the 13F portfolio, value $1,490,562.
13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,302 sharesChange vs previous 13F -768 shares
0.28% of the 13F portfolio, value $823,149.
13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,070 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $903,191.
13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).