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CM WEALTH ADVISORS LLC: FIP position timeline

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

CM WEALTH ADVISORS LLC held 192,656 FIP 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 192,656 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $893,924.

    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 ยง4.2).