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Disclosery

CMH Wealth Management LLC: SOXX position timeline

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

CMH Wealth Management LLC held 25,661 SOXX 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 25,661 shares
    Change vs previous 13F -700 shares

    2.51% of the 13F portfolio, value $16,442,543.

    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 26,361 shares
    Change vs previous 13F -838 shares

    1.49% of the 13F portfolio, value $8,663,807.

    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 27,199 shares
    Change vs previous 13F -1,155 shares

    1.75% of the 13F portfolio, value $8,190,979.

    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 28,354 shares
    Change vs previous 13F -559 shares

    1.64% of the 13F portfolio, value $7,687,337.

    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 28,913 shares
    Change vs previous 13F -413 shares

    1.61% of the 13F portfolio, value $6,901,534.

    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 29,326 shares
    Change vs previous 13F -1 shares

    1.38% of the 13F portfolio, value $5,518,273.

    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 29,327 shares
    Change vs previous 13F +283 shares

    1.45% of the 13F portfolio, value $6,319,676.

    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 29,044 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $6,697,256.

    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).