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SS&H Financial Advisors, Inc.: CMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SS&H Financial Advisors, Inc. on CMA, newest first. How the timeline and the estimate are built.

SS&H Financial Advisors, Inc. held 8,595 CMA shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,595 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $747,000.

    13F-HR 0001911735-26-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 8,595 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $588,930.

    13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 8,595 shares
    Change vs previous 13F -2,073 shares

    0.17% of the 13F portfolio, value $512,692.

    13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 10,668 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $630,000.

    13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 10,668 shares
    Change vs previous 13F -173 shares

    0.24% of the 13F portfolio, value $660,000.

    13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 10,841 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $649,000.

    13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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