Q4 2025 · 13F-HR
CBM Financial, LLCholdings as filed
Filed 2026-02-19 · accession 0001986152-26-000045
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · CBM Financial, LLC · Q4 2025
AI · grounded in 13F
CBM Financial, LLC closed its position in IVV, reducing its holdings by $32.1M. The fund also exited positions in IEFA and IJH, representing decreases of $29.1M and $14.9M respectively. In total, the fund reduced 13 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.