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Disclosery

Arax Advisory Partners: CMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on CMS, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 11,048 CMS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,048 shares
    Change vs previous 13F +6,677 shares

    0.01% of the 13F portfolio, value $845,158.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 4,371 shares
    Change vs previous 13F -561 shares

    0.01% of the 13F portfolio, value $339,084.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 4,932 shares
    Change vs previous 13F -7,388 shares

    0.01% of the 13F portfolio, value $344,890.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 12,320 shares
    Change vs previous 13F +10,135 shares

    0.01% of the 13F portfolio, value $902,557.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 2,185 shares
    Change vs previous 13F +1,131 shares

    0.01% of the 13F portfolio, value $151,372.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 1,054 shares
    Change vs previous 13F -298 shares

    0.01% of the 13F portfolio, value $79,160.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 1,352 shares
    Change vs previous 13F -1,062 shares

    0.01% of the 13F portfolio, value $90,173.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 2,414 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $170,501.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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