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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of MDB by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−3,855−100.0%Sold outHolders
Q1 20233,855$918.0K0.2%+3,855NewHolders