CFM WEALTH PARTNERS LLC historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, CFM WEALTH PARTNERS LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801097), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TSG Advice Partners, LLC | United States | $0.667B | 135 |
| IDG-Accel China Capital II Associates L.P. | United States | $0.667B | 1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | United States | $0.667B | 175 |
| Oliver Luxxe Assets LLC | United States | $0.668B | 200 |
| Alpine Global Management, LLC | United States | $0.668B | 226 |
| Crane Advisory, LLC | United States | $0.668B | 52 |
| LS Investment Advisors, LLC | United States | $0.668B | 126 |
| Wellington Shields Capital Management, LLC | United States | $0.666B | 326 |
| Bain Capital Prairie, LLC | United States | $0.666B | 1 |
| Counterpoint Mutual Funds LLC | United States | $0.666B | 294 |