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CFM WEALTH PARTNERS LLC: QUAL position timeline

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

CFM WEALTH PARTNERS LLC held 20,288 QUAL 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 20,288 shares
    Change vs previous 13F -185 shares

    0.57% of the 13F portfolio, value $4,451,869.

    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 20,473 shares
    Change vs previous 13F +1,026 shares

    0.59% of the 13F portfolio, value $3,926,990.

    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 19,447 shares
    Change vs previous 13F +1,000 shares

    0.56% of the 13F portfolio, value $3,862,630.

    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 18,447 shares
    Change vs previous 13F +482 shares

    0.52% of the 13F portfolio, value $3,587,899.

    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 17,965 shares
    Change vs previous 13F +1,875 shares

    0.52% of the 13F portfolio, value $3,284,423.

    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 16,090 shares
    Change vs previous 13F +537 shares

    0.48% of the 13F portfolio, value $2,749,575.

    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 15,553 shares
    Change vs previous 13F +1,410 shares

    0.47% of the 13F portfolio, value $2,769,727.

    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 14,143 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,535,801.

    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).