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Disclosery

WJ Wealth Management, LLC: NLR position timeline

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

WJ Wealth Management, LLC held 0 NLR 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 0 shares
    Change vs previous 13F -9,821 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,821 shares
    Change vs previous 13F +79 shares

    0.61% of the 13F portfolio, value $1,308,063.

    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 9,742 shares
    Change vs previous 13F -182 shares

    0.53% of the 13F portfolio, value $1,209,962.

    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 9,924 shares
    Change vs previous 13F +4,128 shares

    0.68% of the 13F portfolio, value $1,539,212.

    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 5,796 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $644,400.

    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).