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WJ Wealth Management, LLC: SPYV position timeline

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

WJ Wealth Management, LLC held 16,605 SPYV 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 16,605 shares
    Change vs previous 13F -325 shares

    0.4% of the 13F portfolio, value $1,009,421.

    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 16,930 shares
    Change vs previous 13F -832 shares

    0.45% of the 13F portfolio, value $957,906.

    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 17,762 shares
    Change vs previous 13F -174 shares

    0.44% of the 13F portfolio, value $1,009,059.

    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 17,936 shares
    Change vs previous 13F -20,366 shares

    0.44% of the 13F portfolio, value $1,004,057.

    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 38,302 shares
    Change vs previous 13F -2,050 shares

    0.63% of the 13F portfolio, value $2,004,750.

    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 40,352 shares
    Change vs previous 13F -4,850 shares

    0.73% of the 13F portfolio, value $2,060,784.

    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 45,202 shares
    Change vs previous 13F -1,028 shares

    0.8% of the 13F portfolio, value $2,311,656.

    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 46,230 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,443,738.

    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).