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CJM Wealth Advisers, Ltd.: VBK position timeline

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

CJM Wealth Advisers, Ltd. held 29,920 VBK 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 29,920 shares
    Change vs previous 13F -890 shares

    2.87% of the 13F portfolio, value $10,941,603.

    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 30,810 shares
    Change vs previous 13F -174 shares

    2.84% of the 13F portfolio, value $9,312,253.

    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 30,984 shares
    Change vs previous 13F +193 shares

    2.8% of the 13F portfolio, value $9,360,520.

    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 30,791 shares
    Change vs previous 13F +12,935 shares

    2.82% of the 13F portfolio, value $9,164,007.

    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 17,856 shares
    Change vs previous 13F -237 shares

    1.65% of the 13F portfolio, value $4,945,116.

    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 18,093 shares
    Change vs previous 13F +1,653 shares

    1.61% of the 13F portfolio, value $4,555,277.

    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 16,440 shares
    Change vs previous 13F +46 shares

    1.55% of the 13F portfolio, value $4,604,103.

    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 16,394 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,383,269.

    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).