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CJM Wealth Advisers, Ltd.: VOO position timeline

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

CJM Wealth Advisers, Ltd. held 156,230 VOO 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 156,230 shares
    Change vs previous 13F -1,427 shares

    28.17% of the 13F portfolio, value $107,300,375.

    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 157,657 shares
    Change vs previous 13F -5,038 shares

    28.7% of the 13F portfolio, value $94,207,820.

    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 162,695 shares
    Change vs previous 13F +172 shares

    30.52% of the 13F portfolio, value $102,030,656.

    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 162,523 shares
    Change vs previous 13F -1,962 shares

    30.58% of the 13F portfolio, value $99,525,839.

    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 164,485 shares
    Change vs previous 13F -6,514 shares

    31.09% of the 13F portfolio, value $93,432,522.

    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 170,999 shares
    Change vs previous 13F +2,232 shares

    31.03% of the 13F portfolio, value $87,878,089.

    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 168,767 shares
    Change vs previous 13F -1,424 shares

    30.63% of the 13F portfolio, value $90,933,260.

    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 170,191 shares
    Change vs previous 13F not available

    30.77% of the 13F portfolio, value $89,804,693.

    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).