Position in INFU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$625,387
+$624,616 QoQ
Shares Held
64,807
-24.8% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#39
of 98 holders
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INFU Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $1,973,045 across 3 Medical Devices names. INFU ranks #2 (31.7% of the industry book) .
All Filings in INFU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,387 | 64,807 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $771 | 86,147 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||