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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PB holding history

Prosperity Bancshares 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.

PB overviewAll 13F holders of PBFull Q2 2026 holdings

Shares (Q2 2026)
6,571
Value
$479.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PB by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,571$479.9K0.1%00.0%UnchangedHolders
Q1 20266,571$441.4K0.1%−1,499−18.6%ReducedHolders
Q4 20258,070$557.7K0.1%00.0%UnchangedHolders
Q3 20258,070$535.4K0.1%00.0%UnchangedHolders
Q2 20258,070$566.8K0.1%00.0%UnchangedHolders
Q1 20258,070$576.0K0.1%00.0%UnchangedHolders
Q4 20248,070$608.1K0.1%00.0%UnchangedHolders
Q3 20248,070$581.6K0.1%00.0%UnchangedHolders
Q2 20248,070$493.4K0.1%−17−0.2%ReducedHolders
Q1 20248,087$532.0K0.1%−558−6.5%ReducedHolders
Q4 20238,645$585.5K0.1%−407−4.5%ReducedHolders
Q3 20239,052$494.1K0.1%−211−2.3%ReducedHolders
Q2 20239,263$523.2K0.1%−127−1.4%ReducedHolders
Q1 20239,390$577.7K0.2%00.0%UnchangedHolders
Q4 20229,390$682.5K0.2%00.0%UnchangedHolders
Q3 20229,390$626.0K0.2%−263−2.7%ReducedHolders
Q2 20229,653$659.0K0.2%00.0%UnchangedHolders
Q1 20229,653$670.0K0.2%00.0%UnchangedHolders
Q4 20219,653$701.0K0.2%00.0%UnchangedHolders
Q3 20219,653$686.0K0.2%00.0%UnchangedHolders
Q2 20219,653$693.0K0.2%+857+9.7%AddedHolders
Q1 20218,796$659.0K0.2%––Holders

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