ECL β€” ECOLAB INC

Ownership history in LJI Wealth Management, LLC  Β·  7 quarters on record

AI Ownership Summary

LJI Wealth Management, LLC reported ECOLAB INC (ECL) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows ECL at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ECL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LJI Wealth Management, LLC's position in ECOLAB INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ECL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LJI Wealth Management, LLC held ECL β€” position size vs. price
% of Fund (quarterly)    ECL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 757 -28 -3.6% 0.04% $207K 2025-10-29 $256.06
2025 Q2 REDUCED 785 -54 -6.4% 0.04% $212K 2025-07-31 $259.71
2025 Q1 REDUCED 839 -67 -7.4% 0.04% $213K 2025-05-02 $252.76
2024 Q4 REDUCED 906 -30 -3.2% 0.04% $212K 2025-01-28 $246.32
2024 Q3 REDUCED 936 -17 -1.8% 0.05% $239K 2024-11-06 $240.94
2024 Q2 UNCHANGED 953 β€” 0% 0.05% $227K 2024-08-12 $233.06
2024 Q1 INITIATED 953 β€” β€” 0.06% $220K 2024-05-15 $228.31

FAQ About LJI Wealth Management, LLC and ECL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LJI Wealth Management, LLC reported owning ECL?

LJI Wealth Management, LLC reported ECL across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ECL position in LJI Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ECL was 0.06% in 2024 Q1.

What is the latest reported ECL position on this page?

The most recent filing on this page is 2025 Q3, when LJI Wealth Management, LLC reported 757 shares, equal to 0.04% of portfolio, with an estimated market value of $207K.

What does the chart on this ECL ownership page compare?

The chart compares LJI Wealth Management, LLC's quarterly ECL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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