Skip to content
Disclosery

Towerpoint Wealth, LLC: CMF position timeline

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

Towerpoint Wealth, LLC held 27,221 CMF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,221 shares
    Change vs previous 13F +218 shares

    0.55% of the 13F portfolio, value $1,569,012.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 27,003 shares
    Change vs previous 13F +31 shares

    0.62% of the 13F portfolio, value $1,535,392.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 26,972 shares
    Change vs previous 13F -45 shares

    0.61% of the 13F portfolio, value $1,549,786.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 27,017 shares
    Change vs previous 13F +50 shares

    0.63% of the 13F portfolio, value $1,541,026.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 26,967 shares
    Change vs previous 13F -111 shares

    0.67% of the 13F portfolio, value $1,503,120.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 27,078 shares
    Change vs previous 13F -119 shares

    0.76% of the 13F portfolio, value $1,523,944.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 27,197 shares
    Change vs previous 13F +61 shares

    0.76% of the 13F portfolio, value $1,557,843.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 27,136 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,576,901.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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