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CFM WEALTH PARTNERS LLC: SPY position timeline

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

CFM WEALTH PARTNERS LLC held 17,217 SPY 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 17,217 shares
    Change vs previous 13F -227 shares

    1.64% of the 13F portfolio, value $12,857,310.

    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 17,444 shares
    Change vs previous 13F +471 shares

    1.7% of the 13F portfolio, value $11,344,679.

    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 16,973 shares
    Change vs previous 13F -28 shares

    1.67% of the 13F portfolio, value $11,574,384.

    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 17,001 shares
    Change vs previous 13F +52 shares

    1.64% of the 13F portfolio, value $11,325,854.

    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 16,949 shares
    Change vs previous 13F -200 shares

    1.67% of the 13F portfolio, value $10,471,770.

    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 17,149 shares
    Change vs previous 13F -37 shares

    1.69% of the 13F portfolio, value $9,592,792.

    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 17,186 shares
    Change vs previous 13F +348 shares

    1.7% of the 13F portfolio, value $10,072,534.

    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 16,838 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $9,661,200.

    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).