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CM WEALTH ADVISORS LLC: IVV position timeline

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

CM WEALTH ADVISORS LLC held 98,618 IVV 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 98,618 shares
    Change vs previous 13F +8,528 shares

    13.32% of the 13F portfolio, value $73,854,034.

    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 90,090 shares
    Change vs previous 13F +50,629 shares

    12.53% of the 13F portfolio, value $58,847,689.

    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 39,461 shares
    Change vs previous 13F +2,910 shares

    6.11% of the 13F portfolio, value $27,028,417.

    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 36,551 shares
    Change vs previous 13F +13,577 shares

    6.45% of the 13F portfolio, value $24,463,584.

    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 22,974 shares
    Change vs previous 13F +9,111 shares

    4.2% of the 13F portfolio, value $14,264,557.

    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 13,863 shares
    Change vs previous 13F +2,832 shares

    2.49% of the 13F portfolio, value $7,789,620.

    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 11,031 shares
    Change vs previous 13F +733 shares

    2.12% of the 13F portfolio, value $6,493,729.

    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 10,298 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,940,092.

    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).