CJM Wealth Advisers, Ltd.: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CJM Wealth Advisers, Ltd. on VZ, newest first. How the timeline and the estimate are built.
CJM Wealth Advisers, Ltd. held 7,474 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 7,474 sharesChange vs previous 13F +544 shares
0.08% of the 13F portfolio, value $316,456.
13F-HR 0001992748-26-000003 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,930 sharesChange vs previous 13F -38 shares
0.11% of the 13F portfolio, value $347,867.
13F-HR 0001992748-26-000002 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,968 sharesChange vs previous 13F +185 shares
0.08% of the 13F portfolio, value $283,796.
13F-HR 0001992748-26-000001 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,783 sharesChange vs previous 13F +71 shares
0.09% of the 13F portfolio, value $298,124.
13F-HR 0001992748-25-000006 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,712 sharesChange vs previous 13F +67 shares
0.1% of the 13F portfolio, value $290,444.
13F-HR 0001992748-25-000004 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,645 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $301,417.
13F-HR 0001992748-25-000002 filed by CJM Wealth Advisers, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).