Skip to content
Disclosery

CM WEALTH ADVISORS LLC: RSP position timeline

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

CM WEALTH ADVISORS LLC held 55,659 RSP 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 55,659 shares
    Change vs previous 13F +675 shares

    2.14% of the 13F portfolio, value $11,842,565.

    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 54,984 shares
    Change vs previous 13F +485 shares

    2.25% of the 13F portfolio, value $10,552,529.

    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 54,499 shares
    Change vs previous 13F +2,274 shares

    2.36% of the 13F portfolio, value $10,439,828.

    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 52,225 shares
    Change vs previous 13F -2,923 shares

    2.61% of the 13F portfolio, value $9,907,082.

    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 55,148 shares
    Change vs previous 13F +12,440 shares

    2.95% of the 13F portfolio, value $10,022,598.

    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 42,708 shares
    Change vs previous 13F +10,926 shares

    2.37% of the 13F portfolio, value $7,398,307.

    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 31,782 shares
    Change vs previous 13F +4,777 shares

    1.82% of the 13F portfolio, value $5,569,160.

    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 27,005 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,838,216.

    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).