Skip to main content

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

DHR holding history

Danaher 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.

DHR overviewAll 13F holders of DHRFull Q2 2026 holdings

Shares (Q2 2026)
2,256
Value
$430.5K
% of portfolio
0.1%
Quarters held
11
Since Q1 2023
Holdings of DHR by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,256$430.5K0.1%−92−3.9%ReducedHolders
Q1 20262,348$446.1K0.1%+137+6.2%AddedHolders
Q4 20252,211$506.9K0.1%+979+79.5%AddedHolders
Q3 20251,232$244.7K0.1%+43+3.6%AddedHolders
Q2 20251,189$235.3K0.1%00.0%UnchangedHolders
Q1 20251,189$244.1K0.1%00.0%UnchangedHolders
Q4 20241,189$273.3K0.1%00.0%UnchangedHolders
Q3 20241,189$330.9K0.1%+1,189NewHolders
Q2 20240$00.0%−2,472−100.0%Sold outHolders
Q1 20242,472$614.9K0.2%+2,472NewHolders
Q3 20230$00.0%−3,564−100.0%Sold outHolders
Q2 20233,564$926.9K0.3%−9,009−71.7%ReducedHolders
Q1 202312,573$2.93M0.6%+12,573NewHolders