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CMH Wealth Management LLC: MFSI position timeline

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

CMH Wealth Management LLC held 663,446 MFSI 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 663,446 shares
    Change vs previous 13F +32,256 shares

    3.29% of the 13F portfolio, value $21,548,727.

    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 631,190 shares
    Change vs previous 13F +487,816 shares

    3.22% of the 13F portfolio, value $18,758,967.

    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 143,374 shares
    Change vs previous 13F +76 shares

    0.94% of the 13F portfolio, value $4,365,739.

    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 143,298 shares
    Change vs previous 13F +5,437 shares

    0.9% of the 13F portfolio, value $4,233,023.

    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 137,861 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,922,146.

    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).