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Disclosery

CMH Wealth Management LLC: XLC position timeline

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

CMH Wealth Management LLC held 119,407 XLC 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 119,407 shares
    Change vs previous 13F +2,734 shares

    1.95% of the 13F portfolio, value $12,792,072.

    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 116,673 shares
    Change vs previous 13F +25,354 shares

    2.22% of the 13F portfolio, value $12,934,369.

    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 91,319 shares
    Change vs previous 13F -868 shares

    2.3% of the 13F portfolio, value $10,750,073.

    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 92,187 shares
    Change vs previous 13F -2,681 shares

    2.33% of the 13F portfolio, value $10,912,176.

    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 94,868 shares
    Change vs previous 13F +187 shares

    2.4% of the 13F portfolio, value $10,296,025.

    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 94,681 shares
    Change vs previous 13F -2,161 shares

    2.29% of the 13F portfolio, value $9,131,983.

    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 96,842 shares
    Change vs previous 13F -739 shares

    2.15% of the 13F portfolio, value $9,375,275.

    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 97,581 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $8,821,323.

    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).