Skip to content
Disclosery

CFM WEALTH PARTNERS LLC: SPSM position timeline

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

CFM WEALTH PARTNERS LLC held 60,421 SPSM 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 60,421 shares
    Change vs previous 13F +123 shares

    0.44% of the 13F portfolio, value $3,484,479.

    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 60,298 shares
    Change vs previous 13F +119 shares

    0.44% of the 13F portfolio, value $2,913,599.

    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 60,179 shares
    Change vs previous 13F -40 shares

    0.41% of the 13F portfolio, value $2,819,988.

    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 60,219 shares
    Change vs previous 13F -2,873 shares

    0.4% of the 13F portfolio, value $2,789,344.

    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 63,092 shares
    Change vs previous 13F -484 shares

    0.43% of the 13F portfolio, value $2,687,719.

    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 63,576 shares
    Change vs previous 13F -326 shares

    0.46% of the 13F portfolio, value $2,591,358.

    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 63,902 shares
    Change vs previous 13F +615 shares

    0.48% of the 13F portfolio, value $2,870,478.

    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 63,287 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,880,191.

    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).