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CMH Wealth Management LLC: VRT position timeline

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

CMH Wealth Management LLC held 37,825 VRT 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 37,825 shares
    Change vs previous 13F +215 shares

    1.93% of the 13F portfolio, value $12,664,567.

    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 37,610 shares
    Change vs previous 13F -167 shares

    1.62% of the 13F portfolio, value $9,424,314.

    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 37,777 shares
    Change vs previous 13F -541 shares

    1.31% of the 13F portfolio, value $6,120,252.

    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 38,318 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,780,654.

    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).