Position in FIP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$893,923
New position
Shares Held
192,656
first reported quarter
Ownership
0.163%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#46
of 173 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Conglomerates
Industrials · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $893,923 across 1 Conglomerates name. FIP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIP |
FTAI Infrastructure Inc.
This page
|
192,656 | $893,923 |
All Filings in FIP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,923 | 192,656 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||