Position in CJMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,854
-$12,582 QoQ
Shares Held
13,500
-36.1% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#6
of 15 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CJMB Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Financial Plan, Inc. holds $10,854 across 1 Integrated Freight & Logistics name. CJMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CJMB |
Callan Jmb Inc.
This page
|
13,500 | $10,854 |
All Filings in CJMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,854 | 13,500 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $23,436 | 21,114 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||