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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
5,567
Value
$338.2K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of USB by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,567$338.2K0.1%+5,567NewHolders