13F Filings History of CDM FINANCIAL COUNSELING SERVICES, INC.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$106,633,095
Signature - Title
Andrew D. Sawyer - CFA, Vice President
Location
Norwich, CT
Summary
This page shows a list of all the recent 13F filings made by CDM FINANCIAL COUNSELING SERVICES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CDM FINANCIAL COUNSELING SERVICES, INC. reported 81 stock holdings with total value $106,633,095 as of Q4 2025. Top holdings included SPY, XLK, VTI, VIG, and MSFT.

Notify me when CDM FINANCIAL COUNSELING SERVICES, INC. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $106,633,095 $0 $0 $0 SPY, XLK, VTI, VIG, MSFT 13F-HR 05 Feb 2026, 17:12