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Disclosery

CM WEALTH ADVISORS LLC: IWB position timeline

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

CM WEALTH ADVISORS LLC held 26,580 IWB 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 26,580 shares
    Change vs previous 13F -180 shares

    1.96% of the 13F portfolio, value $10,884,510.

    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 26,760 shares
    Change vs previous 13F +601 shares

    2.03% of the 13F portfolio, value $9,541,546.

    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 26,159 shares
    Change vs previous 13F +268 shares

    2.21% of the 13F portfolio, value $9,768,817.

    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 25,891 shares
    Change vs previous 13F -1,361 shares

    2.49% of the 13F portfolio, value $9,462,643.

    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 27,252 shares
    Change vs previous 13F -950 shares

    2.72% of the 13F portfolio, value $9,253,962.

    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 28,202 shares
    Change vs previous 13F 0 shares

    2.77% of the 13F portfolio, value $8,650,681.

    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 28,202 shares
    Change vs previous 13F -1,485 shares

    2.97% of the 13F portfolio, value $9,085,556.

    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 29,687 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $9,333,296.

    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).