CM WEALTH ADVISORS LLC
CIK
0001764581
City
BEACHWOOD
State / Country
OH
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $52,453,734 | 109,149 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $51,333,235 | 110,694 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $49,150,101 | 111,540 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $47,421,667 | 112,941 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $48,621,034 | 114,268 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $57,170,281 | 135,116 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $42,509,572 | 108,684 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $53,872,614 | 135,440 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $41,218,271 | 109,370 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $36,705,160 | 109,584 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $29,702,106 | 86,381 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $45,510,731 | 136,825 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $38,587,354 | 116,462 | Shares | Sole | 2023-05-04 |
| 2022-09-30 | $35,144,547 | 122,327 | Shares | Sole | 2023-05-11 |
| 2022-06-30 | $38,186,302 | 124,054 | Shares | Sole | 2023-05-09 |