CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SIVB holding history

SVB Financial Group 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.

SIVB overview All 13F holders of SIVB Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of SIVB by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−1,426−100.0%	Sold out	Holders
Q3 2022	1,426	$479.0K	0.2%	+230+19.2%	Added	Holders
Q2 2022	1,196	$472.0K	0.1%	+317+36.1%	Added	Holders
Q1 2022	879	$492.0K	0.1%	+879	New	Holders