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CFM WEALTH PARTNERS LLC: FFIN position timeline

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

CFM WEALTH PARTNERS LLC held 139,285 FFIN 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 139,285 shares
    Change vs previous 13F -3,371 shares

    0.62% of the 13F portfolio, value $4,819,261.

    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 142,656 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $4,201,219.

    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 142,656 shares
    Change vs previous 13F -19,116 shares

    0.62% of the 13F portfolio, value $4,261,135.

    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 161,772 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $5,443,628.

    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 161,772 shares
    Change vs previous 13F -4,541 shares

    0.93% of the 13F portfolio, value $5,820,557.

    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 166,313 shares
    Change vs previous 13F -82 shares

    1.05% of the 13F portfolio, value $5,973,963.

    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 166,395 shares
    Change vs previous 13F -3,959 shares

    1.01% of the 13F portfolio, value $5,998,540.

    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 170,354 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $6,304,802.

    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).