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Disclosery

CM WEALTH ADVISORS LLC: EQWL position timeline

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

CM WEALTH ADVISORS LLC held 157,710 EQWL 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 157,710 shares
    Change vs previous 13F +6,574 shares

    3.67% of the 13F portfolio, value $20,347,744.

    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 151,136 shares
    Change vs previous 13F +33,228 shares

    3.71% of the 13F portfolio, value $17,416,913.

    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 117,908 shares
    Change vs previous 13F +1,659 shares

    3.15% of the 13F portfolio, value $13,932,009.

    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 116,249 shares
    Change vs previous 13F +10,267 shares

    3.51% of the 13F portfolio, value $13,331,435.

    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 105,982 shares
    Change vs previous 13F -7,564 shares

    3.43% of the 13F portfolio, value $11,654,841.

    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 113,546 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $11,705,457.

    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).