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WJ Wealth Management, LLC: GLTR position timeline

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

WJ Wealth Management, LLC held 27,933 GLTR 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 27,933 shares
    Change vs previous 13F -10,861 shares

    2% of the 13F portfolio, value $5,059,816.

    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 38,794 shares
    Change vs previous 13F -8,635 shares

    3.97% of the 13F portfolio, value $8,485,243.

    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 47,429 shares
    Change vs previous 13F +2,409 shares

    4.27% of the 13F portfolio, value $9,751,400.

    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 45,020 shares
    Change vs previous 13F -5,268 shares

    3.41% of the 13F portfolio, value $7,747,942.

    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 50,288 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,947,328.

    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).