Skip to content
Disclosery

WJ Wealth Management, LLC: QUAL position timeline

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

WJ Wealth Management, LLC held 8,893 QUAL 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 8,893 shares
    Change vs previous 13F -250 shares

    0.77% of the 13F portfolio, value $1,951,391.

    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 9,143 shares
    Change vs previous 13F -8,299 shares

    0.82% of the 13F portfolio, value $1,753,721.

    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 17,442 shares
    Change vs previous 13F -1,594 shares

    1.52% of the 13F portfolio, value $3,464,335.

    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 19,036 shares
    Change vs previous 13F -73,193 shares

    1.64% of the 13F portfolio, value $3,736,767.

    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 92,229 shares
    Change vs previous 13F -7,243 shares

    5.32% of the 13F portfolio, value $16,860,954.

    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 99,472 shares
    Change vs previous 13F -34,535 shares

    6.01% of the 13F portfolio, value $16,998,443.

    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 134,007 shares
    Change vs previous 13F -96 shares

    8.22% of the 13F portfolio, value $23,863,609.

    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 134,103 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $24,044,265.

    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).