Skip to content
Disclosery

CMH Wealth Management LLC: XLV position timeline

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

CMH Wealth Management LLC held 72,630 XLV 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 72,630 shares
    Change vs previous 13F +1,419 shares

    1.76% of the 13F portfolio, value $11,523,476.

    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 71,211 shares
    Change vs previous 13F +216 shares

    1.79% of the 13F portfolio, value $10,440,245.

    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 70,995 shares
    Change vs previous 13F -1,149 shares

    2.35% of the 13F portfolio, value $10,990,026.

    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 72,144 shares
    Change vs previous 13F +26,072 shares

    2.14% of the 13F portfolio, value $10,040,281.

    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 46,072 shares
    Change vs previous 13F +747 shares

    1.45% of the 13F portfolio, value $6,210,045.

    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 45,325 shares
    Change vs previous 13F -86 shares

    1.66% of the 13F portfolio, value $6,617,903.

    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 45,411 shares
    Change vs previous 13F +1,517 shares

    1.43% of the 13F portfolio, value $6,247,192.

    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 43,894 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,760,554.

    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).