In a recent SEC filing, CFM Wealth Partners LLC disclosed its holdings in a 13F-HR form. The significance of this filing lies in the transparency it provides regarding the company’s investment activities. The 13F-HR form requires institutional investment managers with assets under management of $100 million or more to disclose their equity holdings, giving investors valuable insights into the firm’s investment strategy.
CFM Wealth Partners LLC is an investment management firm based in the United States. The company focuses on providing wealth management services to high-net-worth individuals and institutional clients. For more information about CFM Wealth Partners LLC, you can visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers that discloses their equity holdings. It includes information on the company’s long positions in publicly traded companies, providing transparency into their investment decisions. Investors and analysts often review these filings to track the buying and selling activities of institutional investors like CFM Wealth Partners LLC.
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CFM Wealth Partners LLC (0001801097) Files 13F-HR Form with the SEC
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