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Disclosery

LPL Financial LLC: CMF position timeline

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

LPL Financial LLC held 1,310,854 CMF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,310,854 shares
    Change vs previous 13F +163,261 shares

    0.02% of the 13F portfolio, value $75,557,615.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 1,147,593 shares
    Change vs previous 13F +158,111 shares

    0.02% of the 13F portfolio, value $65,252,116.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 989,482 shares
    Change vs previous 13F +99,072 shares

    0.02% of the 13F portfolio, value $56,855,656.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 890,410 shares
    Change vs previous 13F +46,915 shares

    0.01% of the 13F portfolio, value $50,788,969.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 843,495 shares
    Change vs previous 13F +42,734 shares

    0.02% of the 13F portfolio, value $47,016,402.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 800,761 shares
    Change vs previous 13F -24,756 shares

    0.02% of the 13F portfolio, value $45,066,824.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 825,517 shares
    Change vs previous 13F +84,863 shares

    0.02% of the 13F portfolio, value $47,285,600.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 740,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $43,039,407.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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