WJ Wealth Management, LLC: IDMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Wealth Management, LLC on IDMO, newest first. How the timeline and the estimate are built.
WJ Wealth Management, LLC held 61,478 IDMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 61,478 sharesChange vs previous 13F -191 shares
1.46% of the 13F portfolio, value $3,706,312.
13F-HR 0001801674-26-000004 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,669 sharesChange vs previous 13F -39,895 shares
1.58% of the 13F portfolio, value $3,381,864.
13F-HR 0001801674-26-000002 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 101,564 sharesChange vs previous 13F -3,462 shares
2.47% of the 13F portfolio, value $5,643,923.
13F-HR 0001801674-26-000001 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 105,026 sharesChange vs previous 13F +54,438 shares
2.49% of the 13F portfolio, value $5,661,952.
13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,588 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $2,592,129.
13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).