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CJM Wealth Advisers, Ltd.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CJM Wealth Advisers, Ltd. on CGDV, newest first. How the timeline and the estimate are built.

CJM Wealth Advisers, Ltd. held 498,563 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 498,563 shares
    Change vs previous 13F +61,812 shares

    6.45% of the 13F portfolio, value $24,569,198.

    13F-HR 0001992748-26-000003 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 436,751 shares
    Change vs previous 13F +104,892 shares

    5.66% of the 13F portfolio, value $18,579,372.

    13F-HR 0001992748-26-000002 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 331,859 shares
    Change vs previous 13F +114,327 shares

    4.33% of the 13F portfolio, value $14,482,346.

    13F-HR 0001992748-26-000001 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 217,532 shares
    Change vs previous 13F +130,538 shares

    2.81% of the 13F portfolio, value $9,142,856.

    13F-HR 0001992748-25-000006 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,994 shares
    Change vs previous 13F +47,506 shares

    1.14% of the 13F portfolio, value $3,435,398.

    13F-HR 0001992748-25-000004 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,488 shares
    Change vs previous 13F +25,501 shares

    0.5% of the 13F portfolio, value $1,407,339.

    13F-HR 0001992748-25-000002 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,987 shares
    Change vs previous 13F +6,950 shares

    0.17% of the 13F portfolio, value $493,197.

    13F-HR 0001992748-25-000001 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,037 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $256,428.

    13F-HR 0001992748-24-000005 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).