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WJ Wealth Management, LLC: WINN position timeline

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

WJ Wealth Management, LLC held 31,589 WINN 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 31,589 shares
    Change vs previous 13F -507 shares

    0.4% of the 13F portfolio, value $1,025,695.

    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 32,096 shares
    Change vs previous 13F -311,686 shares

    0.42% of the 13F portfolio, value $889,976.

    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 343,782 shares
    Change vs previous 13F -42,039 shares

    4.68% of the 13F portfolio, value $10,693,114.

    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 385,821 shares
    Change vs previous 13F -180,607 shares

    5.49% of the 13F portfolio, value $12,481,326.

    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 566,428 shares
    Change vs previous 13F -8,278 shares

    5.21% of the 13F portfolio, value $16,497,252.

    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 574,706 shares
    Change vs previous 13F -192,156 shares

    4.98% of the 13F portfolio, value $14,080,430.

    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 766,862 shares
    Change vs previous 13F -2,767 shares

    7.18% of the 13F portfolio, value $20,866,329.

    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 769,629 shares
    Change vs previous 13F not available

    6.94% of the 13F portfolio, value $19,710,203.

    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).