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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

TRHC holding history

Tabula Rasa HealthCare, 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.

TRHC overviewAll 13F holders of TRHCFull 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 TRHC by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−37,166−100.0%Sold outHolders
Q1 202337,166$195.0K<0.1%+37,166NewHolders