Skip to content
Disclosery

Foster Victor Wealth Advisors, LLC: CMI position timeline

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

Foster Victor Wealth Advisors, LLC held 24,336 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,336 shares
    Change vs previous 13F +420 shares

    0.86% of the 13F portfolio, value $16,440,250.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 23,916 shares
    Change vs previous 13F -6,987 shares

    0.84% of the 13F portfolio, value $14,721,919.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 30,903 shares
    Change vs previous 13F -877 shares

    1.04% of the 13F portfolio, value $17,891,051.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 31,780 shares
    Change vs previous 13F -46 shares

    0.86% of the 13F portfolio, value $13,754,332.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 31,826 shares
    Change vs previous 13F +1,938 shares

    0.72% of the 13F portfolio, value $10,648,830.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 29,888 shares
    Change vs previous 13F +2,017 shares

    0.69% of the 13F portfolio, value $8,544,442.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 27,871 shares
    Change vs previous 13F -1,254 shares

    0.78% of the 13F portfolio, value $10,210,225.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 29,125 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $9,699,965.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).