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Disclosery

WJ Wealth Management, LLC: IBDU position timeline

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

WJ Wealth Management, LLC held 17,600 IBDU 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 17,600 shares
    Change vs previous 13F +3,600 shares

    0.16% of the 13F portfolio, value $407,616.

    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 14,000 shares
    Change vs previous 13F +4,200 shares

    0.15% of the 13F portfolio, value $325,640.

    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 9,800 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $229,369.

    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).