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CMH Wealth Management LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CMH Wealth Management LLC on CRM, newest first. How the timeline and the estimate are built.

CMH Wealth Management LLC held 29,857 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,857 shares
    Change vs previous 13F -1,055 shares

    0.72% of the 13F portfolio, value $4,690,589.

    13F-HR 0001657516-26-000004 filed by CMH Wealth Management 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 30,912 shares
    Change vs previous 13F -6,296 shares

    0.99% of the 13F portfolio, value $5,770,344.

    13F-HR 0001657516-26-000003 filed by CMH Wealth Management 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 37,208 shares
    Change vs previous 13F +10,102 shares

    2.11% of the 13F portfolio, value $9,867,997.

    13F-HR 0001657516-26-000001 filed by CMH Wealth Management 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 27,106 shares
    Change vs previous 13F -314 shares

    1.37% of the 13F portfolio, value $6,435,303.

    13F-HR 0001657516-25-000008 filed by CMH Wealth Management 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 27,420 shares
    Change vs previous 13F +1,503 shares

    1.74% of the 13F portfolio, value $7,488,464.

    13F-HR 0001657516-25-000004 filed by CMH Wealth Management 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 25,917 shares
    Change vs previous 13F -5,520 shares

    1.74% of the 13F portfolio, value $6,955,086.

    13F-HR 0001657516-25-000003 filed by CMH Wealth Management 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 31,437 shares
    Change vs previous 13F -982 shares

    2.41% of the 13F portfolio, value $10,522,896.

    13F-HR 0001657516-25-000002 filed by CMH Wealth Management 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 32,419 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $8,886,303.

    13F-HR 0001657516-24-000008 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).