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Disclosery

CM WEALTH ADVISORS LLC: EFA position timeline

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

CM WEALTH ADVISORS LLC held 30,291 EFA 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 30,291 shares
    Change vs previous 13F +4,094 shares

    0.57% of the 13F portfolio, value $3,146,629.

    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 26,197 shares
    Change vs previous 13F +4,198 shares

    0.54% of the 13F portfolio, value $2,544,515.

    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 21,999 shares
    Change vs previous 13F -692 shares

    0.48% of the 13F portfolio, value $2,112,564.

    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 22,691 shares
    Change vs previous 13F +1,724 shares

    0.56% of the 13F portfolio, value $2,118,659.

    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 20,967 shares
    Change vs previous 13F +4,132 shares

    0.55% of the 13F portfolio, value $1,874,240.

    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 16,835 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,375,925.

    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 16,835 shares
    Change vs previous 13F -12,670 shares

    0.42% of the 13F portfolio, value $1,272,894.

    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 29,505 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,467,503.

    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).