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Disclosery

CM WEALTH ADVISORS LLC: VIG position timeline

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

CM WEALTH ADVISORS LLC held 82,631 VIG 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 82,631 shares
    Change vs previous 13F -164 shares

    3.53% of the 13F portfolio, value $19,552,147.

    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 82,795 shares
    Change vs previous 13F -3,523 shares

    3.79% of the 13F portfolio, value $17,805,893.

    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 86,318 shares
    Change vs previous 13F -303 shares

    4.29% of the 13F portfolio, value $18,970,970.

    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 86,621 shares
    Change vs previous 13F +477 shares

    4.94% of the 13F portfolio, value $18,744,100.

    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 86,144 shares
    Change vs previous 13F -134 shares

    5.2% of the 13F portfolio, value $17,660,306.

    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 86,278 shares
    Change vs previous 13F +361 shares

    5.35% of the 13F portfolio, value $16,737,069.

    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 85,917 shares
    Change vs previous 13F +252 shares

    5.5% of the 13F portfolio, value $16,825,126.

    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 85,665 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $16,994,412.

    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).