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Disclosery

CM WEALTH ADVISORS LLC: IWD position timeline

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

CM WEALTH ADVISORS LLC held 94,592 IWD 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 94,592 shares
    Change vs previous 13F 0 shares

    4.14% of the 13F portfolio, value $22,931,939.

    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 94,592 shares
    Change vs previous 13F +2,971 shares

    4.3% of the 13F portfolio, value $20,211,473.

    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 91,621 shares
    Change vs previous 13F -75 shares

    4.35% of the 13F portfolio, value $19,271,561.

    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 91,696 shares
    Change vs previous 13F -373 shares

    4.92% of the 13F portfolio, value $18,668,389.

    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 92,069 shares
    Change vs previous 13F 0 shares

    5.26% of the 13F portfolio, value $17,882,562.

    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 92,069 shares
    Change vs previous 13F 0 shares

    5.54% of the 13F portfolio, value $17,323,703.

    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 92,069 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $17,044,734.

    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 92,069 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $17,474,696.

    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).