LJI Wealth Management, LLC HUMA β€” HUMACYTE INC

Ownership history in LJI Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

LJI Wealth Management, LLC reported HUMACYTE INC (HUMA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows HUMA at 0.05% 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 HUMA 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 HUMACYTE 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 Q4

HUMA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

HUMA stock page LJI Wealth Management, LLC fund profile LJI Wealth Management, LLC full holdings
How LJI Wealth Management, LLC held HUMA β€” position size vs. price
% of Fund (quarterly)    HUMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 308,500 -7,500 -2.4% 0.05% $296K 2026-02-14 (Est.) $1.01
2025 Q3 ADDED β€” β€” β€” 316,000 +28,000 +9.7% 0.10% $550K 2025-10-29 $1.69
2025 Q2 ADDED β€” β€” β€” 288,000 +62,000 +27.4% 0.10% $602K 2025-07-31 $2.40
2025 Q1 ADDED β€” β€” β€” 226,000 +41,000 +22.2% 0.08% $385K 2025-05-02 $1.31
2024 Q4 INITIATED β€” β€” β€” 185,000 β€” β€” 0.18% $934K 2025-01-28 $4.62

🏒 Other funds also holding HUMA

As of 2026 Q1 β€” sorted by position size

WEALTH EFFECTS LLC 3Y 0.04% Clarus Wealth Advisors 3Y 7Y 0.01% HAMILTON LANE ADVISORS LLC 3Y 7Y 0.01% COLUMBIA ADVISORY PARTNERS LLC 3Y 0.01% LAZARI CAPITAL MANAGEMENT, INC. 0.0% ACT WEALTH MANAGEMENT, LLC 3Y 0.0% Uniting Wealth Partners, LLC 0.0% Trilogy Capital Inc. 3Y 7Y 0.0% Pallas Capital Advisors LLC 3Y 0.0% Concurrent Investment Advisors, LLC 0.0%

FAQ About LJI Wealth Management, LLC and HUMA

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 HUMA?

LJI Wealth Management, LLC reported HUMA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for HUMA was 0.18% in 2024 Q4.

What is the latest reported HUMA position on this page?

The most recent filing on this page is 2025 Q4, when LJI Wealth Management, LLC reported 308,500 shares, equal to 0.05% of portfolio, with an estimated market value of $296K.

What does the chart on this HUMA ownership page compare?

The chart compares LJI Wealth Management, LLC's quarterly HUMA 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.

How well did LJI Wealth Management, LLC time their HUMA position?

Based on 13F filing dates vs. subsequent HUMA price moves, LJI Wealth Management, LLC correctly timed 1 out of 4 reported position changes (25%).

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