WJ Wealth Management, LLC: IBDR position timeline

WJ Wealth Management, LLC held 0 IBDR shares at 2025-09-30 per its 13F-HR/A filed 2025-11-25.

the latest 13F is the newest step

1. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -153,720 shares

   13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
   Filed 2025-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 153,720 shares

   Change vs previous 13F -96,938 shares

   1.18% of the 13F portfolio, value $3,727,701.

   13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 250,658 shares

   Change vs previous 13F -269,696 shares

   2.15% of the 13F portfolio, value $6,068,418.

   13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 520,354 shares

   Change vs previous 13F +991 shares

   4.31% of the 13F portfolio, value $12,524,928.

   13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 519,363 shares

   Change vs previous 13F not available

   4.44% of the 13F portfolio, value $12,620,530.

   13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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