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Disclosery

Shira Ridge Wealth Management: CMF position timeline

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

Shira Ridge Wealth Management held 8,558 CMF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,558 shares
    Change vs previous 13F -6,191 shares

    0.16% of the 13F portfolio, value $463,159.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,749 shares
    Change vs previous 13F +301 shares

    0.3% of the 13F portfolio, value $850,132.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,448 shares
    Change vs previous 13F +1,345 shares

    0.33% of the 13F portfolio, value $821,513.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,103 shares
    Change vs previous 13F +753 shares

    0.3% of the 13F portfolio, value $752,898.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,350 shares
    Change vs previous 13F -427 shares

    0.3% of the 13F portfolio, value $704,444.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,777 shares
    Change vs previous 13F -11,311 shares

    0.33% of the 13F portfolio, value $712,190.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,088 shares
    Change vs previous 13F -1,023 shares

    0.68% of the 13F portfolio, value $1,355,673.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,111 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,438,369.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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