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Disclosery

Parcion Private Wealth LLC: CMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parcion Private Wealth LLC on CMI, newest first. How the timeline and the estimate are built.

Parcion Private Wealth LLC held 14,941 CMI 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 14,941 shares
    Change vs previous 13F -51 shares

    0.59% of the 13F portfolio, value $10,655,954.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 14,992 shares
    Change vs previous 13F -574 shares

    0.5% of the 13F portfolio, value $8,065,867.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 15,566 shares
    Change vs previous 13F -162 shares

    0.48% of the 13F portfolio, value $7,945,594.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 15,728 shares
    Change vs previous 13F +28 shares

    0.41% of the 13F portfolio, value $6,643,244.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 15,700 shares
    Change vs previous 13F -153 shares

    0.37% of the 13F portfolio, value $5,141,659.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 15,853 shares
    Change vs previous 13F +740 shares

    0.41% of the 13F portfolio, value $4,968,897.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 15,113 shares
    Change vs previous 13F -2 shares

    0.4% of the 13F portfolio, value $5,268,383.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 15,115 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,894,149.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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