LJI Wealth Management, LLC
Position in IBCP — Independent Bank Corp /Mi/
CIK 1988563
Indianapolis, IN
Position in IBCP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$324,630
+$24,930 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#106
of 184 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LJI Wealth Management, LLC holds $2,779,321 across 5 Banks - Regional names. IBCP ranks #5 (11.7% of the industry book) .
All Filings in IBCP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,630 | 9,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $299,700 | 9,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $292,770 | 9,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $278,820 | 9,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $291,690 | 9,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $277,110 | 9,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $313,470 | 9,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $300,150 | 9,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $243,000 | 9,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $228,150 | 9,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $234,180 | 9,000 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $215,280 | 9,000 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||