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CJM Wealth Advisers, Ltd.: VGSH position timeline

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

CJM Wealth Advisers, Ltd. held 7,901 VGSH 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 7,901 shares
    Change vs previous 13F -1,673 shares

    0.12% of the 13F portfolio, value $459,838.

    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 9,574 shares
    Change vs previous 13F +1,023 shares

    0.17% of the 13F portfolio, value $560,462.

    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 8,551 shares
    Change vs previous 13F -3,129 shares

    0.15% of the 13F portfolio, value $502,200.

    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 11,680 shares
    Change vs previous 13F +227 shares

    0.21% of the 13F portfolio, value $687,391.

    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 11,453 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $673,225.

    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 11,439 shares
    Change vs previous 13F -2,667 shares

    0.24% of the 13F portfolio, value $671,352.

    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 14,106 shares
    Change vs previous 13F -2,871 shares

    0.28% of the 13F portfolio, value $820,670.

    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 16,977 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,001,983.

    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).