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CFM WEALTH PARTNERS LLC: USMV position timeline

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

CFM WEALTH PARTNERS LLC held 56,808 USMV 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 56,808 shares
    Change vs previous 13F -2,163 shares

    0.7% of the 13F portfolio, value $5,479,700.

    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 58,971 shares
    Change vs previous 13F +213 shares

    0.82% of the 13F portfolio, value $5,468,971.

    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 58,758 shares
    Change vs previous 13F +514 shares

    0.8% of the 13F portfolio, value $5,532,653.

    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 58,244 shares
    Change vs previous 13F +1,034 shares

    0.8% of the 13F portfolio, value $5,541,334.

    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 57,210 shares
    Change vs previous 13F +3,247 shares

    0.85% of the 13F portfolio, value $5,370,303.

    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 53,963 shares
    Change vs previous 13F +9 shares

    0.89% of the 13F portfolio, value $5,054,175.

    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 53,954 shares
    Change vs previous 13F +1,735 shares

    0.81% of the 13F portfolio, value $4,790,576.

    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 52,219 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,768,117.

    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).