Filer · Institutional
CFM WEALTH PARTNERSLLC
CIK 0001801097TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001951757-26-000660 · filed 2026-04-21
143
positions
Q4 202513F-HR
0001951757-26-000314 · filed 2026-01-27
144
positions
Q3 202513F-HR
0001951757-25-001232 · filed 2025-11-03
147
positions
Q2 202513F-HR
0001951757-25-000931 · filed 2025-07-23
141
positions
Q1 202513F-HR
0001951757-25-000452 · filed 2025-04-25
139
positions
Q4 202413F-HR
0001951757-25-000122 · filed 2025-01-24
139
positions
Q3 202413F-HR/A
0001951757-24-001098 · filed 2024-10-23
143
positions
Q3 202413F-HR
0001951757-24-001029 · filed 2024-10-15
153
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.