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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of RJF by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,387−100.0%Sold outHolders
Q4 20241,387$215.4K<0.1%+1,387NewHolders