CM Wealth Advisors LLC

SEC CIK: 0001764581
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

ALL holding history

Allstate Corp in every 13F filed by CM Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overview All 13F holders of ALL Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of ALL by CM Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−2,432−100.0%	Sold out	Holders
Q1 2024	2,432	$409.0K	0.1%	+2,432	New	Holders
Q3 2023	0	$0	0.0%	−2,432−100.0%	Sold out	Holders
Q2 2023	2,432	$273.5K	0.1%	+2,432	New	Holders