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Foster Victor Wealth Advisors, LLC: CCJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on CCJ, newest first. How the timeline and the estimate are built.

Foster Victor Wealth Advisors, LLC held 109,533 CCJ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,533 shares
    Change vs previous 13F +5,083 shares

    0.53% of the 13F portfolio, value $10,029,937.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
    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 104,450 shares
    Change vs previous 13F -18,740 shares

    0.69% of the 13F portfolio, value $12,122,467.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    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 123,190 shares
    Change vs previous 13F -14,110 shares

    0.84% of the 13F portfolio, value $14,344,244.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
    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 137,300 shares
    Change vs previous 13F -2,996 shares

    0.72% of the 13F portfolio, value $11,556,541.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    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 140,296 shares
    Change vs previous 13F -48,059 shares

    0.68% of the 13F portfolio, value $10,038,179.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    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 188,355 shares
    Change vs previous 13F +32,949 shares

    0.62% of the 13F portfolio, value $7,692,418.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    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 155,406 shares
    Change vs previous 13F -11,389 shares

    0.61% of the 13F portfolio, value $8,023,612.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    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 166,795 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,436,491.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).