Skip to content
Disclosery

CM WEALTH ADVISORS LLC: VOO position timeline

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

CM WEALTH ADVISORS LLC held 39,868 VOO 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 39,868 shares
    Change vs previous 13F -250 shares

    4.94% of the 13F portfolio, value $27,381,741.

    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 40,118 shares
    Change vs previous 13F -218 shares

    5.11% of the 13F portfolio, value $23,972,511.

    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 40,336 shares
    Change vs previous 13F -45 shares

    5.72% of the 13F portfolio, value $25,295,916.

    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 40,381 shares
    Change vs previous 13F -140 shares

    6.54% of the 13F portfolio, value $24,798,780.

    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 40,521 shares
    Change vs previous 13F -2,258 shares

    6.79% of the 13F portfolio, value $23,087,841.

    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 42,779 shares
    Change vs previous 13F -177 shares

    7.03% of the 13F portfolio, value $21,984,556.

    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 42,956 shares
    Change vs previous 13F -2,249 shares

    7.57% of the 13F portfolio, value $23,145,122.

    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 45,205 shares
    Change vs previous 13F not available

    7.75% of the 13F portfolio, value $23,927,395.

    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).