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Disclosery

CM WEALTH ADVISORS LLC: IWN position timeline

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

CM WEALTH ADVISORS LLC held 39,804 IWN 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 39,804 shares
    Change vs previous 13F -1,319 shares

    1.59% of the 13F portfolio, value $8,804,645.

    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 41,123 shares
    Change vs previous 13F +4,802 shares

    1.66% of the 13F portfolio, value $7,796,510.

    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 36,321 shares
    Change vs previous 13F +1,135 shares

    1.49% of the 13F portfolio, value $6,581,728.

    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 35,186 shares
    Change vs previous 13F -3,294 shares

    1.64% of the 13F portfolio, value $6,221,237.

    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 38,480 shares
    Change vs previous 13F -819 shares

    1.79% of the 13F portfolio, value $6,070,605.

    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 39,299 shares
    Change vs previous 13F -1,741 shares

    1.9% of the 13F portfolio, value $5,933,363.

    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 41,040 shares
    Change vs previous 13F -3,184 shares

    2.2% of the 13F portfolio, value $6,737,537.

    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 44,224 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $7,377,448.

    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).