CFM WEALTH PARTNERS LLC: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFM WEALTH PARTNERS LLC on C, newest first. How the timeline and the estimate are built.
CFM WEALTH PARTNERS LLC held 4,313 C shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,313 sharesChange vs previous 13F -300 shares
0.08% of the 13F portfolio, value $603,647.
13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 4,613 sharesChange vs previous 13F +750 shares
0.08% of the 13F portfolio, value $523,160.
13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 3,863 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $450,773.
13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 3,863 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $392,094.
13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 3,863 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $328,819.
13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 3,863 sharesChange vs previous 13F -480 shares
0.05% of the 13F portfolio, value $274,234.
13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 4,343 sharesChange vs previous 13F +300 shares
0.05% of the 13F portfolio, value $305,704.
13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 4,043 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $253,092.
13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).