CDM FINANCIAL COUNSELING SERVICES, INC.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Norwich, CT
CIK
0002107537
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
80
104,507
SPY, XLK, VTI, VIG
13F-HR
4/14/2026
000208585326000369
Q4 2025
82
106,755
SPY, XLK, VTI, VIG
13F-HR
2/5/2026
000208585326000204