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MISSION WEALTH MANAGEMENT, LP: CMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CMF, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 73,475 CMF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,475 shares
    Change vs previous 13F +4,004 shares

    0.05% of the 13F portfolio, value $4,235,110.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 69,471 shares
    Change vs previous 13F -4,953 shares

    0.08% of the 13F portfolio, value $3,950,105.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 74,424 shares
    Change vs previous 13F -4,669 shares

    0.09% of the 13F portfolio, value $4,276,407.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 79,093 shares
    Change vs previous 13F -1,300 shares

    0.09% of the 13F portfolio, value $4,511,466.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 80,393 shares
    Change vs previous 13F -18,716 shares

    0.1% of the 13F portfolio, value $4,481,126.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 99,109 shares
    Change vs previous 13F -6,151 shares

    0.14% of the 13F portfolio, value $5,577,856.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 105,260 shares
    Change vs previous 13F -4,558 shares

    0.14% of the 13F portfolio, value $6,029,274.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 109,818 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,381,506.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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