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HOEY INVESTMENTS, INC: CMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOEY INVESTMENTS, INC on CMC, newest first. How the timeline and the estimate are built.

HOEY INVESTMENTS, INC held 35,290 CMC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,290 shares
    Change vs previous 13F -5,090 shares

    0.29% of the 13F portfolio, value $2,214,448.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 40,380 shares
    Change vs previous 13F +294 shares

    0.37% of the 13F portfolio, value $2,480,544.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 40,086 shares
    Change vs previous 13F +3,339 shares

    0.38% of the 13F portfolio, value $2,774,753.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    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 36,747 shares
    Change vs previous 13F +6,451 shares

    0.28% of the 13F portfolio, value $2,104,869.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    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 30,296 shares
    Change vs previous 13F +4,487 shares

    0.22% of the 13F portfolio, value $1,481,778.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    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 25,809 shares
    Change vs previous 13F +913 shares

    0.24% of the 13F portfolio, value $1,187,473.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    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 24,896 shares
    Change vs previous 13F +2,119 shares

    0.21% of the 13F portfolio, value $1,234,842.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 22,777 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,252,508.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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