Skip to main content
Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

RY holding history

Royal Bank of Canada 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.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
21,401
Value
$4.43M
% of portfolio
0.6%
Quarters held
20
Since Q1 2021
Holdings of RY by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,401$4.43M0.6%00.0%UnchangedHolders
Q1 202621,401$3.46M0.5%00.0%UnchangedHolders
Q4 202521,401$3.65M0.5%00.0%UnchangedHolders
Q3 202521,401$3.15M0.5%00.0%UnchangedHolders
Q2 202521,401$2.82M0.4%00.0%UnchangedHolders
Q1 202521,401$2.41M0.4%00.0%UnchangedHolders
Q4 202421,401$2.58M0.4%00.0%UnchangedHolders
Q3 202421,401$2.67M0.5%−345−1.6%ReducedHolders
Q2 202421,746$2.31M0.4%00.0%UnchangedHolders
Q1 202421,746$2.19M0.4%00.0%UnchangedHolders
Q4 202321,746$2.20M0.5%+21,746NewHolders
Q3 20230$00.0%−21,746−100.0%Sold outHolders
Q2 202321,746$2.08M0.5%00.0%UnchangedHolders
Q1 202321,746$2.08M0.6%+21,746NewHolders
Q4 20220$00.0%−21,746−100.0%Sold outHolders
Q3 202221,746$1.96M0.6%00.0%UnchangedHolders
Q2 202221,746$2.10M0.6%00.0%UnchangedHolders
Q1 202221,746$2.40M0.6%00.0%UnchangedHolders
Q4 202121,746$2.29M0.5%00.0%UnchangedHolders
Q3 202121,746$2.16M0.5%00.0%UnchangedHolders
Q2 202121,746$2.20M0.6%00.0%UnchangedHolders
Q1 202121,746$2.01M0.6%––Holders

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