Skip to content
Disclosery

CFM WEALTH PARTNERS LLC: IBIT position timeline

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

CFM WEALTH PARTNERS LLC held 14,144 IBIT 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 14,144 shares
    Change vs previous 13F -10,635 shares

    0.06% of the 13F portfolio, value $470,854.

    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 24,779 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $952,009.

    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 24,944 shares
    Change vs previous 13F +10,126 shares

    0.18% of the 13F portfolio, value $1,238,470.

    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 14,818 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $963,170.

    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).