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Disclosery

CMH Wealth Management LLC: XLB position timeline

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

CMH Wealth Management LLC held 119,756 XLB 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 119,756 shares
    Change vs previous 13F +4,267 shares

    0.93% of the 13F portfolio, value $6,087,198.

    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 115,489 shares
    Change vs previous 13F -6,317 shares

    0.99% of the 13F portfolio, value $5,770,986.

    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 121,806 shares
    Change vs previous 13F +61,597 shares

    1.18% of the 13F portfolio, value $5,523,903.

    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 60,209 shares
    Change vs previous 13F -779 shares

    1.15% of the 13F portfolio, value $5,395,931.

    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 60,988 shares
    Change vs previous 13F -561 shares

    1.25% of the 13F portfolio, value $5,355,357.

    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 61,549 shares
    Change vs previous 13F +510 shares

    1.33% of the 13F portfolio, value $5,291,983.

    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 61,039 shares
    Change vs previous 13F +1,445 shares

    1.18% of the 13F portfolio, value $5,135,822.

    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 59,594 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,743,670.

    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).