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Disclosery

Wise Wealth Partners: CMF position timeline

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

Wise Wealth Partners held 5,959 CMF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,959 shares
    Change vs previous 13F +41 shares

    0.58% of the 13F portfolio, value $343,449.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 5,918 shares
    Change vs previous 13F +27 shares

    0.46% of the 13F portfolio, value $336,489.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 5,891 shares
    Change vs previous 13F +54 shares

    0.49% of the 13F portfolio, value $338,506.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 5,837 shares
    Change vs previous 13F +41 shares

    0.51% of the 13F portfolio, value $332,960.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 5,796 shares
    Change vs previous 13F +428 shares

    0.54% of the 13F portfolio, value $323,044.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 5,368 shares
    Change vs previous 13F +26 shares

    0.72% of the 13F portfolio, value $302,098.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 5,342 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $305,990.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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