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Disclosery

Focus Partners Wealth: CM position timeline

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

Focus Partners Wealth held 16,358 CM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,358 shares
    Change vs previous 13F +1,149 shares

    <0.01% of the 13F portfolio, value $1,832,259.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,855 shares
    • Focus Partners Advisor Solutions, LLC: 3,503 shares

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

  2. period ended2026-03-31
    13F 15,209 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $1,441,093.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,941 shares
    • Focus Partners Advisor Solutions, LLC: 3,268 shares

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

  3. period ended2025-12-31
    13F 14,413 shares
    Change vs previous 13F +1,317 shares

    <0.01% of the 13F portfolio, value $1,306,221.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,295 shares
    • Focus Partners Advisor Solutions, LLC: 3,118 shares

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

  4. period ended2025-09-30
    13F 13,096 shares
    Change vs previous 13F +9,746 shares

    <0.01% of the 13F portfolio, value $1,044,750.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,731 shares
    • Focus Partners Advisor Solutions, LLC: 3,365 shares

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

  5. period ended2025-06-30
    13F 3,350 shares
    Change vs previous 13F -4,049 shares

    <0.01% of the 13F portfolio, value $237,418.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 7,399 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $416,664.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 7,401 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $468,059.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 6,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,159.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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