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WJ Wealth Management, LLC: GARP position timeline

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

WJ Wealth Management, LLC held 54,133 GARP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,133 shares
    Change vs previous 13F -53 shares

    1.76% of the 13F portfolio, value $4,468,606.

    13F-HR 0001801674-26-000004 filed by WJ Wealth Management, 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 54,186 shares
    Change vs previous 13F -2,077 shares

    1.62% of the 13F portfolio, value $3,466,278.

    13F-HR 0001801674-26-000002 filed by WJ Wealth Management, 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 56,263 shares
    Change vs previous 13F -656 shares

    1.68% of the 13F portfolio, value $3,831,526.

    13F-HR 0001801674-26-000001 filed by WJ Wealth Management, 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/A 56,919 shares
    Change vs previous 13F -39,763 shares

    1.72% of the 13F portfolio, value $3,918,873.

    13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
    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 96,682 shares
    Change vs previous 13F +922 shares

    1.84% of the 13F portfolio, value $5,837,668.

    13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
    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 95,760 shares
    Change vs previous 13F +4,644 shares

    1.73% of the 13F portfolio, value $4,885,403.

    13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
    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 91,116 shares
    Change vs previous 13F +3,771 shares

    1.76% of the 13F portfolio, value $5,125,326.

    13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
    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 87,345 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,664,230.

    13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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