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CJM Wealth Advisers, Ltd.: IBIT position timeline

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

CJM Wealth Advisers, Ltd. held 9,875 IBIT 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 9,875 shares
    Change vs previous 13F +1,014 shares

    0.09% of the 13F portfolio, value $328,737.

    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 8,861 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $340,429.

    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 8,861 shares
    Change vs previous 13F +4,812 shares

    0.13% of the 13F portfolio, value $439,935.

    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 4,049 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $263,206.

    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).