WJ Wealth Management, LLC: PWRD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Wealth Management, LLC on PWRD, newest first. How the timeline and the estimate are built.
WJ Wealth Management, LLC held 70,610 PWRD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 70,610 sharesChange vs previous 13F -1,853 shares
3.43% of the 13F portfolio, value $8,682,073.
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 72,463 sharesChange vs previous 13F +1,362 shares
3.32% of the 13F portfolio, value $7,084,417.
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 71,101 sharesChange vs previous 13F +179 shares
2.99% of the 13F portfolio, value $6,836,759.
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 70,922 sharesChange vs previous 13F -12,778 shares
3.19% of the 13F portfolio, value $7,258,893.
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 83,700 sharesChange vs previous 13F not available
2.38% of the 13F portfolio, value $7,547,248.
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).