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CJM Wealth Advisers, Ltd.: IJR position timeline

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

CJM Wealth Advisers, Ltd. held 170,022 IJR 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 170,022 shares
    Change vs previous 13F -4,831 shares

    6.62% of the 13F portfolio, value $25,215,931.

    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 174,853 shares
    Change vs previous 13F -3,507 shares

    6.62% of the 13F portfolio, value $21,736,037.

    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 178,360 shares
    Change vs previous 13F -1,337 shares

    6.41% of the 13F portfolio, value $21,435,247.

    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 179,697 shares
    Change vs previous 13F -25,684 shares

    6.56% of the 13F portfolio, value $21,353,393.

    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 205,381 shares
    Change vs previous 13F +640 shares

    7.47% of the 13F portfolio, value $22,446,073.

    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 204,741 shares
    Change vs previous 13F +1,377 shares

    7.56% of the 13F portfolio, value $21,409,791.

    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 203,364 shares
    Change vs previous 13F +4,266 shares

    7.89% of the 13F portfolio, value $23,431,626.

    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 199,098 shares
    Change vs previous 13F not available

    7.98% of the 13F portfolio, value $23,286,545.

    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).