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Disclosery

Peninsula Wealth, LLC: CMF position timeline

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

Peninsula Wealth, LLC held 35,155 CMF shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 35,155 shares
    Change vs previous 13F +926 shares

    0.34% of the 13F portfolio, value $2,013,683.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 34,229 shares
    Change vs previous 13F +5,543 shares

    0.35% of the 13F portfolio, value $1,978,100.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 28,686 shares
    Change vs previous 13F +13,475 shares

    0.31% of the 13F portfolio, value $1,644,827.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 15,211 shares
    Change vs previous 13F -5,970 shares

    0.17% of the 13F portfolio, value $875,255.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 21,181 shares
    Change vs previous 13F +1,507 shares

    0.25% of the 13F portfolio, value $1,227,228.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 19,674 shares
    Change vs previous 13F +3,722 shares

    0.25% of the 13F portfolio, value $1,065,351.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 15,952 shares
    Change vs previous 13F +1,931 shares

    0.24% of the 13F portfolio, value $908,469.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 14,021 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $805,099.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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