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Disclosery

HCR Wealth Advisors: CMF position timeline

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

HCR Wealth Advisors held 20,901 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 20,901 shares
    Change vs previous 13F -1,160 shares

    0.11% of the 13F portfolio, value $1,204,733.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 22,061 shares
    Change vs previous 13F +700 shares

    0.13% of the 13F portfolio, value $1,254,388.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 21,361 shares
    Change vs previous 13F -1,542 shares

    0.12% of the 13F portfolio, value $1,227,403.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 22,903 shares
    Change vs previous 13F -1,084 shares

    0.14% of the 13F portfolio, value $1,304,783.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 23,987 shares
    Change vs previous 13F +241 shares

    0.16% of the 13F portfolio, value $1,337,035.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 23,746 shares
    Change vs previous 13F +41 shares

    0.17% of the 13F portfolio, value $1,336,424.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 23,705 shares
    Change vs previous 13F +353 shares

    0.17% of the 13F portfolio, value $1,357,822.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 23,352 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,356,984.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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