Skip to content
Disclosery

CJM Wealth Advisers, Ltd.: VTV position timeline

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

CJM Wealth Advisers, Ltd. held 63,607 VTV 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 63,607 shares
    Change vs previous 13F -4,160 shares

    3.64% of the 13F portfolio, value $13,861,881.

    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 67,767 shares
    Change vs previous 13F -3,658 shares

    4.05% of the 13F portfolio, value $13,295,888.

    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 71,425 shares
    Change vs previous 13F -10,858 shares

    4.08% of the 13F portfolio, value $13,641,542.

    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 82,283 shares
    Change vs previous 13F -10,025 shares

    4.71% of the 13F portfolio, value $15,344,948.

    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 92,308 shares
    Change vs previous 13F +1,165 shares

    5.43% of the 13F portfolio, value $16,314,519.

    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 91,143 shares
    Change vs previous 13F +240 shares

    5.56% of the 13F portfolio, value $15,744,089.

    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 90,903 shares
    Change vs previous 13F +694 shares

    5.18% of the 13F portfolio, value $15,389,810.

    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 90,209 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $15,747,839.

    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).