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Disclosery

CM WEALTH ADVISORS LLC: ICE position timeline

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

CM WEALTH ADVISORS LLC held 2,765 ICE 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 2,765 shares
    Change vs previous 13F -637 shares

    0.06% of the 13F portfolio, value $340,399.

    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 3,402 shares
    Change vs previous 13F +1,471 shares

    0.11% of the 13F portfolio, value $535,067.

    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 1,931 shares
    Change vs previous 13F -834 shares

    0.07% of the 13F portfolio, value $312,745.

    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 2,765 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $465,847.

    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 2,765 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $507,295.

    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 2,765 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $476,963.

    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 2,765 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $412,013.

    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 2,765 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $444,170.

    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).