Skip to content
Disclosery

WJ Wealth Management, LLC: IVV position timeline

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

WJ Wealth Management, LLC held 3,240 IVV 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 3,240 shares
    Change vs previous 13F -24 shares

    0.96% of the 13F portfolio, value $2,426,491.

    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 3,264 shares
    Change vs previous 13F -202 shares

    1% of the 13F portfolio, value $2,132,151.

    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 3,466 shares
    Change vs previous 13F -17 shares

    1.04% of the 13F portfolio, value $2,374,086.

    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 3,483 shares
    Change vs previous 13F -3,413 shares

    1.05% of the 13F portfolio, value $2,386,735.

    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 6,896 shares
    Change vs previous 13F -650 shares

    1.35% of the 13F portfolio, value $4,281,884.

    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 7,546 shares
    Change vs previous 13F -398 shares

    1.5% of the 13F portfolio, value $4,240,246.

    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 7,944 shares
    Change vs previous 13F -58 shares

    1.61% of the 13F portfolio, value $4,676,604.

    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 8,002 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,615,854.

    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).