CM Wealth Advisors LLC

SEC CIK: 0001764581
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MYFW holding history

First Western Financial 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.

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

Shares (Q2 2026): 26,002
Value: $834.9K
% of portfolio: 0.2%
Quarters held: 2; Since Q1 2023

Holdings of MYFW by CM Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,002	$834.9K	0.2%	+26,002	New	Holders
Q2 2023	0	$0	0.0%	−12,402−100.0%	Sold out	Holders
Q1 2023	12,402	$209.0K	<0.1%	+12,402	New	Holders