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Disclosery

CM WEALTH ADVISORS LLC: NCNO position timeline

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

CM WEALTH ADVISORS LLC held 109,424 NCNO 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 109,424 shares
    Change vs previous 13F +3,012 shares

    0.32% of the 13F portfolio, value $1,789,082.

    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 106,412 shares
    Change vs previous 13F +12,063 shares

    0.34% of the 13F portfolio, value $1,594,052.

    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 94,349 shares
    Change vs previous 13F +83,373 shares

    0.55% of the 13F portfolio, value $2,419,108.

    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 10,976 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $297,559.

    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 10,976 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $306,999.

    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).