13F Filings History of CBM Financial, LLC

Latest 13F report
Q1 2025 - May 21, 2025
Value $
$123M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by CBM Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CBM Financial, LLC reported 13 stock holdings with total value $123M as of Q1 2025. Top holdings included IVV, IEFA, IJH, SPYV, and SPYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 13 $123M $0 $0 IVV, IEFA, IJH, SPYV, SPYG 13F-HR 5/20/2025, 08:42 PM