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CJM Wealth Advisers, Ltd.: V position timeline

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

CJM Wealth Advisers, Ltd. held 3,537 V 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 3,537 shares
    Change vs previous 13F +6 shares

    0.32% of the 13F portfolio, value $1,213,402.

    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 3,531 shares
    Change vs previous 13F +67 shares

    0.33% of the 13F portfolio, value $1,067,266.

    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 3,464 shares
    Change vs previous 13F -251 shares

    0.36% of the 13F portfolio, value $1,215,032.

    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 3,715 shares
    Change vs previous 13F -17 shares

    0.39% of the 13F portfolio, value $1,268,235.

    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 3,732 shares
    Change vs previous 13F +5 shares

    0.44% of the 13F portfolio, value $1,325,044.

    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 3,727 shares
    Change vs previous 13F -187 shares

    0.46% of the 13F portfolio, value $1,306,316.

    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 3,914 shares
    Change vs previous 13F +63 shares

    0.42% of the 13F portfolio, value $1,236,901.

    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 3,851 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,058,755.

    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).