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CFM WEALTH PARTNERS LLC: CRCL position timeline

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

CFM WEALTH PARTNERS LLC held 5,899 CRCL 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 5,899 shares
    Change vs previous 13F -7,227 shares

    0.05% of the 13F portfolio, value $369,454.

    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 13,126 shares
    Change vs previous 13F -372 shares

    0.19% of the 13F portfolio, value $1,252,352.

    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 13,498 shares
    Change vs previous 13F +6,083 shares

    0.15% of the 13F portfolio, value $1,070,391.

    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 7,415 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $983,081.

    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).