Skip to content
Disclosery

WJ Financial Advisors LLC: CLM position timeline

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

WJ Financial Advisors LLC held 503,994 CLM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,994 shares
    Change vs previous 13F +59,079 shares

    2.8% of the 13F portfolio, value $3,810,193.

    13F-HR 0002095682-26-000003 filed by WJ Financial 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 444,915 shares
    Change vs previous 13F +181,900 shares

    2.62% of the 13F portfolio, value $3,238,978.

    13F-HR 0002095682-26-000002 filed by WJ Financial 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 263,015 shares
    Change vs previous 13F +112,116 shares

    1.96% of the 13F portfolio, value $2,198,805.

    13F-HR 0002095682-26-000001 filed by WJ Financial 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 150,899 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,249,444.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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