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CFM WEALTH PARTNERS LLC: IWR position timeline

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

CFM WEALTH PARTNERS LLC held 64,949 IWR 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 64,949 shares
    Change vs previous 13F +2,396 shares

    0.91% of the 13F portfolio, value $7,165,210.

    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 62,553 shares
    Change vs previous 13F -1,005 shares

    0.91% of the 13F portfolio, value $6,081,993.

    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 63,558 shares
    Change vs previous 13F -2,148 shares

    0.88% of the 13F portfolio, value $6,118,722.

    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 65,706 shares
    Change vs previous 13F -4,020 shares

    0.92% of the 13F portfolio, value $6,343,887.

    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 69,726 shares
    Change vs previous 13F +914 shares

    1.02% of the 13F portfolio, value $6,412,705.

    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 68,812 shares
    Change vs previous 13F +11 shares

    1.03% of the 13F portfolio, value $5,853,834.

    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 68,801 shares
    Change vs previous 13F -780 shares

    1.03% of the 13F portfolio, value $6,081,987.

    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 69,581 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $6,132,843.

    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).