Current Market Value 628,337,824
Current Holdings 141
Most Recent File Date 2025-07-23
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cfm Wealth Partners Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 141 628,338
2025-04-25 2025-03-31 13F-HR 139 567,060
2025-01-24 2024-12-31 13F-HR 139 592,892
2024-10-23 2024-09-30 13F-HR/A 1 R 143 572,560
2024-10-15 2024-09-30 13F-HR 153 498,053
2024-07-18 2024-06-30 13F-HR 146 544,358
2024-04-15 2024-03-31 13F-HR 153 498,354
2024-01-12 2023-12-31 13F-HR 160 442,117
2023-10-11 2023-09-30 13F-HR 141 381,762
2023-07-14 2023-06-30 13F-HR 163 411,848
2023-04-12 2023-03-31 13F-HR 155 370,982
2023-01-20 2022-12-31 13F-HR/A 1 R 153 334,044
2023-01-20 2022-12-31 13F-HR 63 377,175
2022-10-17 2022-09-30 13F-HR 152 313,068
2022-07-12 2022-06-30 13F-HR 162 333,160
2022-04-14 2022-03-31 13F-HR 183 417,782
2022-01-21 2021-12-31 13F-HR 179 447,916
2021-10-25 2021-09-30 13F-HR 183 397,638
2021-07-21 2021-06-30 13F-HR 176 376,574
2021-05-17 2021-03-31 13F-HR 168 331,610
2021-02-10 2020-12-31 13F-HR 165 313,572
2020-11-10 2020-09-30 13F-HR 149 274,133
2020-08-14 2020-06-30 13F-HR 529 263,150
2020-05-12 2020-03-31 13F-HR 535 215,257
2020-01-30 2019-12-31 13F-HR 491 271,342