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Certus Wealth Management, LLC: CMF position timeline

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

Certus Wealth Management, LLC held 127,232 CMF shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 127,232 shares
    Change vs previous 13F -14,787 shares

    4.34% of the 13F portfolio, value $7,257,313.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 142,019 shares
    Change vs previous 13F -1 shares

    5.1% of the 13F portfolio, value $7,916,139.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 142,020 shares
    Change vs previous 13F +2,014 shares

    5.36% of the 13F portfolio, value $7,901,993.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 140,006 shares
    Change vs previous 13F +12,176 shares

    5.34% of the 13F portfolio, value $7,977,542.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 127,830 shares
    Change vs previous 13F +1,977 shares

    5.17% of the 13F portfolio, value $7,428,201.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 125,853 shares
    Change vs previous 13F +10,227 shares

    5.44% of the 13F portfolio, value $7,158,519.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 115,626 shares
    Change vs previous 13F +42,392 shares

    5.24% of the 13F portfolio, value $6,584,901.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 73,234 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $4,243,178.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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