DEMZ — ADVISORS INNER CIRCLE FD III

Ownership history in CWM, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in ADVISORS INNER CIRCLE FD III (DEMZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,891 +483 +34.3% 0.00% $79K $41.40
2025 Q2 ADDED 1,408 +333 +31.0% 0.00% $55K $38.59
2025 Q1 ADDED 1,075 +6 +0.6% 0.00% $37K $33.86
2024 Q4 UNCHANGED 1,069 — 0% 0.00% $38K $35.60
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DEMZ price (monthly, adj. close)

Other funds also holding DEMZ

As of 2025 Q4 — sorted by position size

Accordant Advisory Group Inc 0.31% STEPH & CO 3Y 0.05% Bank of New Hampshire 3Y 0.03% MCF Advisors LLC 3Y 7Y 0.03% Mendota Financial Group, LLC 3Y 0.02% First Heartland Consultants, Inc. 3Y 7Y 0.02% Envestnet Portfolio Solutions, Inc. 0.01% AdvisorNet Financial, Inc 3Y 7Y 0.01% Laird Norton Wetherby Trust Company, LLC 3Y 7Y 0.01% First Pacific Financial 3Y 0.0%
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