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Disclosery

Wealth Architects, LLC: CMI position timeline

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

Wealth Architects, LLC held 448 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $319,518.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 465 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $250,179.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 478 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $243,995.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 487 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,694.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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