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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

PKOH holding history

Park Ohio Holdings 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.

PKOH overviewAll 13F holders of PKOHFull Q2 2026 holdings

Shares (Q2 2026)
111,892
Value
$4.30M
% of portfolio
0.8%
Quarters held
17
Since Q2 2022
Holdings of PKOH by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111,892$4.30M0.8%+1,441+1.3%AddedHolders
Q1 2026110,451$2.66M0.6%00.0%UnchangedHolders
Q4 2025110,451$2.31M0.5%00.0%UnchangedHolders
Q3 2025110,451$2.35M0.6%+2,775+2.6%AddedHolders
Q2 2025107,676$1.92M0.6%+4,350+4.2%AddedHolders
Q1 2025103,326$2.23M0.7%−200−0.2%ReducedHolders
Q4 2024103,526$2.72M0.9%−13,600−11.6%ReducedHolders
Q3 2024117,126$3.60M1.2%−1,000−0.8%ReducedHolders
Q2 2024118,126$3.06M1.5%+8,500+7.8%AddedHolders
Q1 2024109,626$2.85M0.8%−8,000−6.8%ReducedHolders
Q4 2023117,626$3.17M1.4%−5,000−4.1%ReducedHolders
Q3 2023122,626$3.01M1.2%00.0%UnchangedHolders
Q2 2023122,626$2.37M0.8%+7,500+6.5%AddedHolders
Q1 2023115,126$1.42M0.3%−2,000−1.7%ReducedHolders
Q4 2022117,126$1.43M0.7%00.0%UnchangedHolders
Q3 2022117,126$1.32M0.7%+13,713+13.3%AddedHolders
Q2 2022103,413$1.64M1.0%–No prior filingHolders