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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

CCC holding history

CCC Intelligent Solutions Holdings Inc. 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.

CCC overviewAll 13F holders of CCCFull Q2 2026 holdings

Shares (Q2 2026)
19,600
Value
$101.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CCC by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,600$101.1K<0.1%+5,029+34.5%AddedHolders
Q1 202614,571$87.4K<0.1%+14,571NewHolders