SHELTON WEALTH MANAGEMENT, LLC: CCJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON WEALTH MANAGEMENT, LLC on CCJ, newest first. How the timeline and the estimate are built.
SHELTON WEALTH MANAGEMENT, LLC held 20,376 CCJ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 20,376 sharesChange vs previous 13F -1,146 shares
0.82% of the 13F portfolio, value $2,075,507.
13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,522 sharesChange vs previous 13F -4,384 shares
1.03% of the 13F portfolio, value $2,337,512.
13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,906 sharesChange vs previous 13F +1,311 shares
1.03% of the 13F portfolio, value $2,370,147.
13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,595 sharesChange vs previous 13F -1,860 shares
0.96% of the 13F portfolio, value $2,062,540.
13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,455 sharesChange vs previous 13F +1,095 shares
0.99% of the 13F portfolio, value $1,963,757.
13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,360 sharesChange vs previous 13F +527 shares
0.6% of the 13F portfolio, value $1,043,819.
13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,833 sharesChange vs previous 13F -1,989 shares
0.7% of the 13F portfolio, value $1,276,170.
13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,822 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $1,281,019.
13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).