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Disclosery

CM WEALTH ADVISORS LLC: OEF position timeline

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

CM WEALTH ADVISORS LLC held 240,621 OEF 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 240,621 shares
    Change vs previous 13F -1,084 shares

    15.88% of the 13F portfolio, value $88,036,005.

    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 241,705 shares
    Change vs previous 13F -5,587 shares

    16.37% of the 13F portfolio, value $76,879,109.

    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 247,292 shares
    Change vs previous 13F +1,563 shares

    19.16% of the 13F portfolio, value $84,813,737.

    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 245,729 shares
    Change vs previous 13F +3,744 shares

    21.56% of the 13F portfolio, value $81,788,440.

    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 241,985 shares
    Change vs previous 13F +1,342 shares

    21.67% of the 13F portfolio, value $73,648,135.

    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 240,643 shares
    Change vs previous 13F +19,824 shares

    20.84% of the 13F portfolio, value $65,173,344.

    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 220,819 shares
    Change vs previous 13F -30,955 shares

    20.85% of the 13F portfolio, value $63,783,568.

    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 251,774 shares
    Change vs previous 13F not available

    22.57% of the 13F portfolio, value $69,680,972.

    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).