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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

C holding history

Citigroup Inc in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
4,313
Value
$603.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of C by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,313$603.6K0.1%−300−6.5%ReducedHolders
Q1 20264,613$523.2K0.1%+750+19.4%AddedHolders
Q4 20253,863$450.8K0.1%00.0%UnchangedHolders
Q3 20253,863$392.1K0.1%00.0%UnchangedHolders
Q2 20253,863$328.8K0.1%00.0%UnchangedHolders
Q1 20253,863$274.2K<0.1%−480−11.1%ReducedHolders
Q4 20244,343$305.7K0.1%+300+7.4%AddedHolders
Q3 20244,043$253.1K<0.1%−56−1.4%ReducedHolders
Q2 20244,099$260.1K<0.1%−800−16.3%ReducedHolders
Q1 20244,899$309.8K0.1%−200−3.9%ReducedHolders
Q4 20235,099$262.3K0.1%−291−5.4%ReducedHolders
Q3 20235,390$221.7K0.1%−184−3.3%ReducedHolders
Q2 20235,574$256.6K0.1%−419−7.0%ReducedHolders
Q1 20235,993$281.0K0.1%+890+17.4%AddedHolders
Q4 20225,103$230.8K0.1%−32−0.6%ReducedHolders
Q3 20225,135$214.0K0.1%−200−3.7%ReducedHolders
Q2 20225,335$245.0K0.1%−103−1.9%ReducedHolders
Q1 20225,438$290.0K0.1%+700+14.8%AddedHolders
Q4 20214,738$299.0K0.1%−100−2.1%ReducedHolders
Q3 20214,838$339.0K0.1%+353+7.9%AddedHolders
Q2 20214,485$317.0K0.1%00.0%UnchangedHolders
Q1 20214,485$326.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.