BJ β€” BJS WHSL CLUB HLDGS INC

Ownership history in Significant Wealth Partners LLC  Β·  4 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported BJS WHSL CLUB HLDGS INC (BJ) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows BJ at 0.14% 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 BJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Significant Wealth Partners LLC's position in BJS WHSL CLUB HLDGS 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

BJ was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

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 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 Significant Wealth Partners LLC held BJ β€” position size vs. price
% of Fund (quarterly)    BJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,012 +654 +27.7% 0.14% $281K 2025-11-04 $90.19
2025 Q2 REDUCED 2,358 -546 -18.8% 0.12% $254K 2025-07-15 $105.41
2025 Q1 ADDED 2,904 +434 +17.6% 0.17% $331K 2025-04-30 $117.56
2024 Q4 INITIATED 2,470 β€” β€” 0.11% $221K 2025-02-11 $106.97

🏒 Other funds also holding BJ

As of 2026 Q1 β€” sorted by position size

Ridgewood Investments LLC 3Y 7Y 0.2% NorthAvenue LLC 0.02% Ares Financial Consulting, LLC 0.01%

FAQ About Significant Wealth Partners LLC and BJ

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

How long has Significant Wealth Partners LLC reported owning BJ?

Significant Wealth Partners LLC reported BJ across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BJ position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for BJ was 0.17% in 2025 Q1.

What is the latest reported BJ position on this page?

The most recent filing on this page is 2025 Q3, when Significant Wealth Partners LLC reported 3,012 shares, equal to 0.14% of portfolio, with an estimated market value of $281K.

What does the chart on this BJ ownership page compare?

The chart compares Significant Wealth Partners LLC's quarterly BJ 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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