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CJM Wealth Advisers, Ltd.: QQQ position timeline

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

CJM Wealth Advisers, Ltd. held 89,921 QQQ 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 89,921 shares
    Change vs previous 13F +1,620 shares

    17.38% of the 13F portfolio, value $66,217,859.

    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 88,301 shares
    Change vs previous 13F +1,192 shares

    15.52% of the 13F portfolio, value $50,965,781.

    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 87,109 shares
    Change vs previous 13F -1,325 shares

    16.01% of the 13F portfolio, value $53,511,704.

    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 88,434 shares
    Change vs previous 13F -4,174 shares

    16.31% of the 13F portfolio, value $53,092,890.

    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 92,608 shares
    Change vs previous 13F -10,719 shares

    17% of the 13F portfolio, value $51,086,490.

    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 103,327 shares
    Change vs previous 13F -9,589 shares

    17.11% of the 13F portfolio, value $48,452,027.

    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 112,916 shares
    Change vs previous 13F -525 shares

    19.45% of the 13F portfolio, value $57,725,995.

    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 113,441 shares
    Change vs previous 13F not available

    18.97% of the 13F portfolio, value $55,367,089.

    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).