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Wealthspire Advisors, LLC: CMF position timeline

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

Wealthspire Advisors, LLC held 23,277 CMF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,277 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $1,341,693.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 23,274 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $1,323,343.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 23,271 shares
    Change vs previous 13F -23,263 shares

    0.01% of the 13F portfolio, value $1,337,179.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 46,534 shares
    Change vs previous 13F +912 shares

    0.01% of the 13F portfolio, value $2,654,294.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 45,622 shares
    Change vs previous 13F -13,616 shares

    0.01% of the 13F portfolio, value $2,542,934.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 59,238 shares
    Change vs previous 13F +35,677 shares

    0.02% of the 13F portfolio, value $3,333,878.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 23,561 shares
    Change vs previous 13F +1,044 shares

    0.01% of the 13F portfolio, value $1,349,555.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 22,517 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,308,444.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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