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CJM Wealth Advisers, Ltd.: TCAF position timeline

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

CJM Wealth Advisers, Ltd. held 43,569 TCAF 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 43,569 shares
    Change vs previous 13F -744 shares

    0.47% of the 13F portfolio, value $1,790,703.

    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 44,313 shares
    Change vs previous 13F -2,211 shares

    0.48% of the 13F portfolio, value $1,577,115.

    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 46,524 shares
    Change vs previous 13F +9 shares

    0.53% of the 13F portfolio, value $1,778,163.

    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 46,515 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,753,621.

    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 46,515 shares
    Change vs previous 13F -875 shares

    0.55% of the 13F portfolio, value $1,641,054.

    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 47,390 shares
    Change vs previous 13F +6,243 shares

    0.54% of the 13F portfolio, value $1,529,734.

    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 41,147 shares
    Change vs previous 13F +5,589 shares

    0.46% of the 13F portfolio, value $1,368,945.

    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 35,558 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,182,294.

    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).