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Disclosery

CM WEALTH ADVISORS LLC: VO position timeline

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

CM WEALTH ADVISORS LLC held 36,400 VO 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 36,400 shares
    Change vs previous 13F +27,300 shares

    0.53% of the 13F portfolio, value $2,932,748.

    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 9,100 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,613,338.

    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 9,100 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,641,002.

    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 9,100 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $2,682,444.

    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 9,100 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,556,203.

    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 9,100 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,353,442.

    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 9,100 shares
    Change vs previous 13F +24 shares

    0.79% of the 13F portfolio, value $2,403,583.

    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 9,076 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,394,521.

    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).