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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of DIA by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−687−100.0%Sold outHolders
Q1 2024687$273.3K0.1%00.0%UnchangedHolders
Q4 2023687$258.9K0.1%00.0%UnchangedHolders
Q3 2023687$230.1K0.1%00.0%UnchangedHolders
Q2 2023687$236.2K0.1%00.0%UnchangedHolders
Q1 2023687$228.5K0.1%00.0%UnchangedHolders
Q4 2022687$227.6K0.1%+687NewHolders
Q3 20220$00.0%−687−100.0%Sold outHolders
Q2 2022687$211.0K0.1%00.0%UnchangedHolders
Q1 2022687$238.0K0.1%00.0%UnchangedHolders
Q4 2021687$251.0K0.1%00.0%UnchangedHolders
Q3 2021687$232.0K0.1%00.0%UnchangedHolders
Q2 2021687$237.0K0.1%00.0%UnchangedHolders
Q1 2021687$227.0K0.1%––Holders

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