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Disclosery

WJ Wealth Management, LLC: TOTL position timeline

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

WJ Wealth Management, LLC held 0 TOTL 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 -15,909 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 15,909 shares
    Change vs previous 13F +5,699 shares

    0.3% of the 13F portfolio, value $632,066.

    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 10,210 shares
    Change vs previous 13F -2,436 shares

    0.18% of the 13F portfolio, value $410,956.

    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 12,646 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $513,175.

    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).