CDM FINANCIAL COUNSELING SERVICES, INC.
All 13F Filings
- Location
- Norwich, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 118,941
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 77 | 118,941 | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. |
| Q2 2026 | 7/14/2026 | 77 | 116,052 | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. |
| Q1 2026 | 4/14/2026 | 80 | 104,507 | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. |
| Q4 2025 | 2/5/2026 | 82 | 106,756 | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.45 K | 33.2% | 1.479 K | 0 | 1.479 K |
| ETFs | 79.49 K | 66.8% | 1.406 K | 0 | 1.406 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
118,941
Holdings
77
QoQ value change ($000)
2,889
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.