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CM WEALTH ADVISORS LLC: GOOGL position timeline

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

CM WEALTH ADVISORS LLC held 17,679 GOOGL 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 17,679 shares
    Change vs previous 13F -483 shares

    1.14% of the 13F portfolio, value $6,317,944.

    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 18,162 shares
    Change vs previous 13F -260 shares

    1.11% of the 13F portfolio, value $5,222,665.

    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 18,422 shares
    Change vs previous 13F +6,797 shares

    1.3% of the 13F portfolio, value $5,766,086.

    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 11,625 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,826,038.

    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 11,625 shares
    Change vs previous 13F -1,993 shares

    0.6% of the 13F portfolio, value $2,048,674.

    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 13,618 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,105,888.

    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 13,618 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,577,887.

    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 13,618 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,258,545.

    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).