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Disclosery

Allworth Financial LP: CMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CMF, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 21,409 CMF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,409 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $1,234,009.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 21,661 shares
    Change vs previous 13F +1,345 shares

    0.01% of the 13F portfolio, value $1,231,666.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 20,316 shares
    Change vs previous 13F +1,824 shares

    <0.01% of the 13F portfolio, value $1,167,348.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 18,492 shares
    Change vs previous 13F +2,763 shares

    <0.01% of the 13F portfolio, value $1,054,763.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 15,729 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $876,732.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,660 shares
    Change vs previous 13F -3,613 shares

    <0.01% of the 13F portfolio, value $865,834.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,273 shares
    Change vs previous 13F +13,748 shares

    0.01% of the 13F portfolio, value $1,096,056.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,058.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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