Ownership history in 4J Wealth Management LLC · 10 quarters on record
This page tracks every 13F SEC filing in which 4J Wealth Management LLC reported a position in T ROWE PRICE ETF INC (TCAF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 279,558 | +11,974 | +4.5% | 6.12% | $10.7M | $38.22 |
| 2025 Q3 | ADDED | 267,584 | +13,117 | +5.2% | 5.93% | $10.1M | $37.51 |
| 2025 Q2 | ADDED | 254,467 | +2,809 | +1.1% | 6.06% | $9.0M | $35.10 |
| 2025 Q1 | ADDED | 251,658 | +4,491 | +1.8% | 6.41% | $8.1M | $32.12 |
| 2024 Q4 | ADDED | 247,167 | +26,845 | +12.2% | 6.66% | $8.2M | $33.10 |
| 2024 Q3 | ADDED | 220,322 | +6,883 | +3.2% | 5.67% | $7.3M | $32.94 |
| 2024 Q2 | ADDED | 213,439 | +8,788 | +4.3% | 5.54% | $6.7M | $31.12 |
| 2024 Q1 | ADDED | 204,651 | +11,193 | +5.8% | 5.34% | $6.2M | $29.95 |
| 2023 Q4 | ADDED | 193,458 | +180,703 | +1416.7% | 4.88% | $5.3M | $27.37 |
| 2023 Q3 | INITIATED | 12,755 | — | — | 0.31% | $316K | — |
As of 2025 Q4 — sorted by position size