Position in BLFS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$400,019
+$399,462 QoQ
Shares Held
14,165
-54.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#115
of 214 holders
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLFS Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $908,254 across 2 Medical Instruments & Supplies names. BLFS ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,278 | $508,235 | |
| 2 | BLFS |
Biolife Solutions Inc
This page
|
14,165 | $400,019 |
All Filings in BLFS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,019 | 14,165 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $557 | 30,993 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||