CM Wealth Advisors LLC

SEC CIK: 0001764581
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UNTY holding history

Unity Bancorp 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.

UNTY overview All 13F holders of UNTY Full 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 UNTY by CM Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−10,947−100.0%	Sold out	Holders
Q1 2023	10,947	$247.0K	<0.1%	+10,947	New	Holders