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CM WEALTH ADVISORS LLC: LECO position timeline

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

CM WEALTH ADVISORS LLC held 134,394 LECO 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 134,394 shares
    Change vs previous 13F -78 shares

    6.46% of the 13F portfolio, value $35,789,122.

    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 134,472 shares
    Change vs previous 13F -6,859 shares

    7.16% of the 13F portfolio, value $33,600,519.

    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 141,331 shares
    Change vs previous 13F -627 shares

    7.68% of the 13F portfolio, value $33,980,212.

    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 141,958 shares
    Change vs previous 13F -6,789 shares

    8.85% of the 13F portfolio, value $33,584,424.

    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 148,747 shares
    Change vs previous 13F -6,997 shares

    9.11% of the 13F portfolio, value $30,949,788.

    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 155,744 shares
    Change vs previous 13F -4,110 shares

    9.46% of the 13F portfolio, value $29,577,343.

    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 159,854 shares
    Change vs previous 13F -1,840 shares

    9.84% of the 13F portfolio, value $30,087,720.

    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 161,694 shares
    Change vs previous 13F not available

    10.09% of the 13F portfolio, value $31,163,285.

    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).