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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

SAMG holding history

Silvercrest Asset Management Group 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.

SAMG overviewAll 13F holders of SAMGFull Q2 2026 holdings

Shares (Q2 2026)
45,305
Value
$458.0K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of SAMG by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,305$458.0K0.1%+45,305NewHolders