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Disclosery

WJ Wealth Management, LLC: USMF position timeline

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

WJ Wealth Management, LLC held 0 USMF shares at 2025-09-30 per its 13F-HR/A filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -108,945 shares

    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).

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

  2. period ended2025-06-30
    13F 108,945 shares
    Change vs previous 13F -71,128 shares

    1.76% of the 13F portfolio, value $5,584,206.

    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).

  3. period ended2025-03-31
    13F 180,073 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $8,935,246.

    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).