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CJM Wealth Advisers, Ltd.: IWF position timeline

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

CJM Wealth Advisers, Ltd. held 55,869 IWF 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 55,869 shares
    Change vs previous 13F +40,422 shares

    1.82% of the 13F portfolio, value $6,937,285.

    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 15,447 shares
    Change vs previous 13F -378 shares

    2.01% of the 13F portfolio, value $6,586,495.

    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 15,825 shares
    Change vs previous 13F -595 shares

    2.24% of the 13F portfolio, value $7,489,865.

    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 16,420 shares
    Change vs previous 13F -640 shares

    2.36% of the 13F portfolio, value $7,691,346.

    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 17,060 shares
    Change vs previous 13F -638 shares

    2.41% of the 13F portfolio, value $7,243,542.

    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 17,698 shares
    Change vs previous 13F +80 shares

    2.26% of the 13F portfolio, value $6,390,421.

    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 17,618 shares
    Change vs previous 13F +187 shares

    2.38% of the 13F portfolio, value $7,074,880.

    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 17,431 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $6,543,087.

    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).