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CFM WEALTH PARTNERS LLC: ASO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFM WEALTH PARTNERS LLC on ASO, newest first. How the timeline and the estimate are built.

CFM WEALTH PARTNERS LLC held 11,292 ASO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,292 shares
    Change vs previous 13F -19,723 shares

    0.07% of the 13F portfolio, value $532,192.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 31,015 shares
    Change vs previous 13F -252 shares

    0.26% of the 13F portfolio, value $1,750,797.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 31,267 shares
    Change vs previous 13F -4,390 shares

    0.23% of the 13F portfolio, value $1,562,099.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 35,657 shares
    Change vs previous 13F -9,084 shares

    0.26% of the 13F portfolio, value $1,783,563.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 44,741 shares
    Change vs previous 13F -4,266 shares

    0.32% of the 13F portfolio, value $2,004,844.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 49,007 shares
    Change vs previous 13F -5,454 shares

    0.39% of the 13F portfolio, value $2,235,209.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 54,461 shares
    Change vs previous 13F -1,051 shares

    0.53% of the 13F portfolio, value $3,133,141.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 55,512 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,239,680.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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