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CFM WEALTH PARTNERS LLC: GS position timeline

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

CFM WEALTH PARTNERS LLC held 4,538 GS 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 4,538 shares
    Change vs previous 13F +50 shares

    0.59% of the 13F portfolio, value $4,589,986.

    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 4,488 shares
    Change vs previous 13F -61 shares

    0.57% of the 13F portfolio, value $3,797,128.

    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 4,549 shares
    Change vs previous 13F +574 shares

    0.58% of the 13F portfolio, value $3,998,909.

    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 3,975 shares
    Change vs previous 13F +616 shares

    0.46% of the 13F portfolio, value $3,165,797.

    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 3,359 shares
    Change vs previous 13F +67 shares

    0.38% of the 13F portfolio, value $2,377,512.

    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 3,292 shares
    Change vs previous 13F +341 shares

    0.32% of the 13F portfolio, value $1,798,463.

    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 2,951 shares
    Change vs previous 13F +468 shares

    0.29% of the 13F portfolio, value $1,689,802.

    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 2,483 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,229,358.

    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).