Position in TDG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$451,561
+$37,813 QoQ
Shares Held
339
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#731
of 1,139 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 20264J Wealth Management LLC holds $3,343,941 across 4 Aerospace & Defense names. TDG ranks #3 (13.5% of the industry book) .
All Filings in TDG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,561 | 339 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $413,748 | 357 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $477,416 | 359 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $478,441 | 363 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $550,471 | 362 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $506,284 | 366 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $468,893 | 370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $529,465 | 371 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $473,993 | 371 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $496,334 | 403 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $413,744 | 409 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $386,153 | 458 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $406,847 | 455 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $361,891 | 491 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $372,752 | 592 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $345,856 | 659 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $364,398 | 679 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $433,925 | 666 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $422,489 | 664 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $409,093 | 655 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $423,974 | 655 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $384,499 | 654 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $404,727 | 654 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||