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Disclosery

waypoint wealth counsel: CMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of waypoint wealth counsel on CMI, newest first. How the timeline and the estimate are built.

waypoint wealth counsel held 502 CMI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502 shares
    Change vs previous 13F -188 shares

    0.22% of the 13F portfolio, value $357,983.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 690 shares
    Change vs previous 13F -32 shares

    0.19% of the 13F portfolio, value $371,235.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 722 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $368,546.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 682 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $288,057.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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