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21 West Wealth Management LLC: CMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on CMF, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 52,882 CMF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,882 shares
    Change vs previous 13F +2,961 shares

    2.6% of the 13F portfolio, value $3,048,118.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,921 shares
    Change vs previous 13F +797 shares

    2.64% of the 13F portfolio, value $2,838,508.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,124 shares
    Change vs previous 13F +7,661 shares

    2.58% of the 13F portfolio, value $2,822,665.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,463 shares
    Change vs previous 13F +12,368 shares

    2.24% of the 13F portfolio, value $2,365,050.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,095 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,621,755.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).