Skip to content
Disclosery

WJ Wealth Management, LLC: IWY position timeline

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

WJ Wealth Management, LLC held 9,901 IWY 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 9,901 shares
    Change vs previous 13F -7,935 shares

    1.14% of the 13F portfolio, value $2,877,430.

    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 17,836 shares
    Change vs previous 13F -2,466 shares

    2.08% of the 13F portfolio, value $4,437,935.

    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 20,302 shares
    Change vs previous 13F -21 shares

    2.46% of the 13F portfolio, value $5,622,026.

    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 20,323 shares
    Change vs previous 13F -9,500 shares

    2.54% of the 13F portfolio, value $5,778,093.

    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 29,823 shares
    Change vs previous 13F -1,322 shares

    2.32% of the 13F portfolio, value $7,351,180.

    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 31,145 shares
    Change vs previous 13F -36,880 shares

    2.32% of the 13F portfolio, value $6,569,309.

    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 68,025 shares
    Change vs previous 13F -475 shares

    5.51% of the 13F portfolio, value $16,003,787.

    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 68,500 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $15,072,997.

    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).