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Disclosery

Lipe & Dalton: CM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on CM, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 74,660 CM 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 74,660 shares
    Change vs previous 13F -1,080 shares

    3.99% of the 13F portfolio, value $8,586,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 75,740 shares
    Change vs previous 13F -4,920 shares

    3.76% of the 13F portfolio, value $7,176,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 80,660 shares
    Change vs previous 13F -1,180 shares

    3.61% of the 13F portfolio, value $7,309,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 81,840 shares
    Change vs previous 13F -400 shares

    3.24% of the 13F portfolio, value $6,538,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 82,240 shares
    Change vs previous 13F -3,470 shares

    3.15% of the 13F portfolio, value $5,825,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 85,710 shares
    Change vs previous 13F -280 shares

    2.7% of the 13F portfolio, value $4,825,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 85,990 shares
    Change vs previous 13F -70 shares

    2.88% of the 13F portfolio, value $5,437,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 86,060 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $5,279,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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