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Disclosery

CFO4Life Group, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on WM, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 26,126 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,126 shares
    Change vs previous 13F -11 shares

    0.78% of the 13F portfolio, value $5,822,923.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, 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 26,137 shares
    Change vs previous 13F -325 shares

    0.92% of the 13F portfolio, value $6,006,025.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, 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 26,462 shares
    Change vs previous 13F -38 shares

    0.83% of the 13F portfolio, value $5,813,944.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 26,500 shares
    Change vs previous 13F -189 shares

    0.85% of the 13F portfolio, value $5,852,041.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 26,689 shares
    Change vs previous 13F -667 shares

    0.95% of the 13F portfolio, value $6,106,868.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 27,356 shares
    Change vs previous 13F -396 shares

    1.07% of the 13F portfolio, value $6,333,074.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 27,752 shares
    Change vs previous 13F -158 shares

    0.98% of the 13F portfolio, value $5,600,103.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, 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 27,910 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,794,062.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).