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Disclosery

CM WEALTH ADVISORS LLC: DIA position timeline

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

CM WEALTH ADVISORS LLC held 106,644 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,644 shares
    Change vs previous 13F -2,328 shares

    10.05% of the 13F portfolio, value $55,710,105.

    13F-HR 0001764581-26-000003 filed by CM WEALTH ADVISORS 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 108,972 shares
    Change vs previous 13F -177 shares

    10.77% of the 13F portfolio, value $50,556,314.

    13F-HR 0001764581-26-000002 filed by CM WEALTH ADVISORS 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 109,149 shares
    Change vs previous 13F -1,545 shares

    11.87% of the 13F portfolio, value $52,540,338.

    13F-HR 0001764581-26-000001 filed by CM WEALTH ADVISORS 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 110,694 shares
    Change vs previous 13F -846 shares

    13.56% of the 13F portfolio, value $51,444,267.

    13F-HR 0001764581-25-000006 filed by CM WEALTH ADVISORS 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 111,540 shares
    Change vs previous 13F -1,401 shares

    14.49% of the 13F portfolio, value $49,252,033.

    13F-HR 0001764581-25-000004 filed by CM WEALTH ADVISORS 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 112,941 shares
    Change vs previous 13F -1,327 shares

    15.19% of the 13F portfolio, value $47,490,571.

    13F-HR 0001764581-25-000002 filed by CM WEALTH ADVISORS 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 114,268 shares
    Change vs previous 13F -20,848 shares

    15.93% of the 13F portfolio, value $48,727,872.

    13F-HR 0001764581-25-000001 filed by CM WEALTH ADVISORS 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 135,116 shares
    Change vs previous 13F not available

    18.56% of the 13F portfolio, value $57,305,323.

    13F-HR 0001764581-24-000007 filed by CM WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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