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Disclosery

CM WEALTH ADVISORS LLC: PKOH position timeline

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

CM WEALTH ADVISORS LLC held 111,892 PKOH 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 111,892 shares
    Change vs previous 13F +1,441 shares

    0.78% of the 13F portfolio, value $4,302,247.

    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 110,451 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,655,242.

    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 110,451 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,312,844.

    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 110,451 shares
    Change vs previous 13F +2,775 shares

    0.62% of the 13F portfolio, value $2,345,979.

    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 107,676 shares
    Change vs previous 13F +4,350 shares

    0.57% of the 13F portfolio, value $1,923,093.

    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 103,326 shares
    Change vs previous 13F -200 shares

    0.71% of the 13F portfolio, value $2,231,842.

    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 103,526 shares
    Change vs previous 13F -13,600 shares

    0.89% of the 13F portfolio, value $2,719,628.

    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 117,126 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,595,768.

    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).