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CDM FINANCIAL COUNSELING SERVICES, INC.: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CDM FINANCIAL COUNSELING SERVICES, INC. on MA, newest first. How the timeline and the estimate are built.

CDM FINANCIAL COUNSELING SERVICES, INC. held 1,455 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,455 shares
    Change vs previous 13F -162 shares

    0.64% of the 13F portfolio, value $747,374.

    13F-HR 0002085853-26-000722 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 1,617 shares
    Change vs previous 13F +158 shares

    0.77% of the 13F portfolio, value $807,903.

    13F-HR 0002085853-26-000369 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 1,459 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $833,171.

    13F-HR 0002085853-26-000204 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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