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WJ Wealth Management, LLC: IBDS position timeline

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

WJ Wealth Management, LLC held 113,756 IBDS 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 113,756 shares
    Change vs previous 13F -29,408 shares

    1.09% of the 13F portfolio, value $2,755,166.

    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 143,164 shares
    Change vs previous 13F +6,619 shares

    1.62% of the 13F portfolio, value $3,470,291.

    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 136,545 shares
    Change vs previous 13F +8,748 shares

    1.45% of the 13F portfolio, value $3,315,301.

    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 127,797 shares
    Change vs previous 13F -108,778 shares

    1.37% of the 13F portfolio, value $3,109,292.

    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 236,575 shares
    Change vs previous 13F -270,238 shares

    1.81% of the 13F portfolio, value $5,741,683.

    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 506,813 shares
    Change vs previous 13F +7,468 shares

    4.33% of the 13F portfolio, value $12,254,738.

    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 499,345 shares
    Change vs previous 13F -7,020 shares

    4.12% of the 13F portfolio, value $11,964,290.

    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 506,365 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $12,340,120.

    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).