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Disclosery

WJ Wealth Management, LLC: IBMP position timeline

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

WJ Wealth Management, LLC held 30,182 IBMP 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 30,182 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $767,227.

    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 30,182 shares
    Change vs previous 13F +1,200 shares

    0.36% of the 13F portfolio, value $767,830.

    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 28,982 shares
    Change vs previous 13F -1,176 shares

    0.32% of the 13F portfolio, value $735,853.

    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 30,158 shares
    Change vs previous 13F -22,675 shares

    0.34% of the 13F portfolio, value $765,108.

    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 52,833 shares
    Change vs previous 13F +14,000 shares

    0.42% of the 13F portfolio, value $1,339,316.

    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 38,833 shares
    Change vs previous 13F -16,600 shares

    0.35% of the 13F portfolio, value $981,698.

    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 55,433 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,393,587.

    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 55,433 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,410,770.

    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).