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CM WEALTH ADVISORS LLC: GOOG position timeline

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

CM WEALTH ADVISORS LLC held 6,012 GOOG 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 6,012 shares
    Change vs previous 13F -7,462 shares

    0.38% of the 13F portfolio, value $2,124,220.

    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 13,474 shares
    Change vs previous 13F +689 shares

    0.82% of the 13F portfolio, value $3,865,152.

    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 12,785 shares
    Change vs previous 13F +2,585 shares

    0.91% of the 13F portfolio, value $4,011,933.

    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 10,200 shares
    Change vs previous 13F -1,182 shares

    0.65% of the 13F portfolio, value $2,484,210.

    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 11,382 shares
    Change vs previous 13F -88 shares

    0.59% of the 13F portfolio, value $2,019,053.

    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 11,470 shares
    Change vs previous 13F -39 shares

    0.57% of the 13F portfolio, value $1,791,958.

    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 11,509 shares
    Change vs previous 13F -69 shares

    0.72% of the 13F portfolio, value $2,191,774.

    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 11,578 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,935,726.

    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).