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Disclosery

CM WEALTH ADVISORS LLC: IWF position timeline

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

CM WEALTH ADVISORS LLC held 7,276 IWF 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 7,276 shares
    Change vs previous 13F +5,452 shares

    0.16% of the 13F portfolio, value $903,461.

    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 1,824 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $777,754.

    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).