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Disclosery

WJ Wealth Management, LLC: SPBC position timeline

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

WJ Wealth Management, LLC held 0 SPBC shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,939 shares

    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).

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

  2. period ended2025-12-31
    13F 4,939 shares
    Change vs previous 13F -43,980 shares

    0.1% of the 13F portfolio, value $220,868.

    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).

  3. period ended2025-09-30
    13F/A 48,919 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,234,399.

    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).