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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of MMP by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−31,223−100.0%Sold outHolders
Q2 202331,223$1.95M0.5%+31,223NewHolders
Q1 20230$00.0%−31,223−100.0%Sold outHolders
Q4 202231,223$1.57M0.5%+31,223NewHolders
Q3 20220$00.0%−31,223−100.0%Sold outHolders
Q2 202231,223$1.49M0.4%−1,200−3.7%ReducedHolders
Q1 202232,423$1.59M0.4%00.0%UnchangedHolders
Q4 202132,423$1.51M0.3%00.0%UnchangedHolders
Q3 202132,423$1.48M0.4%+32,423NewHolders