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Focus Partners Wealth: CMF position timeline

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

Focus Partners Wealth held 475,586 CMF 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 475,586 shares
    Change vs previous 13F +46,036 shares

    0.03% of the 13F portfolio, value $27,412,870.

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

    • Focus Partners Wealth: 455,178 shares
    • Focus Partners Advisor Solutions, LLC: 20,408 shares

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

  2. period ended2026-03-31
    13F 429,550 shares
    Change vs previous 13F +79,757 shares

    0.02% of the 13F portfolio, value $24,429,179.

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

    • Focus Partners Wealth: 404,359 shares
    • Focus Partners Advisor Solutions, LLC: 25,191 shares

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

  3. period ended2025-12-31
    13F 349,793 shares
    Change vs previous 13F +66,578 shares

    0.02% of the 13F portfolio, value $20,099,108.

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

    • Focus Partners Wealth: 343,954 shares
    • Focus Partners Advisor Solutions, LLC: 5,839 shares

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

  4. period ended2025-09-30
    13F 283,215 shares
    Change vs previous 13F +113,651 shares

    0.02% of the 13F portfolio, value $16,159,490.

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

    • Focus Partners Wealth: 271,537 shares
    • Focus Partners Advisor Solutions, LLC: 11,678 shares

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

  5. period ended2025-06-30
    13F 169,564 shares
    Change vs previous 13F +3,388 shares

    0.02% of the 13F portfolio, value $9,451,498.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 163,725 shares
    • Focus Partners Advisor Solutions, LLC: 5,839 shares

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

  6. period ended2025-03-31
    13F/A 166,176 shares
    Change vs previous 13F +14,232 shares

    0.02% of the 13F portfolio, value $9,352,386.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 154,187 shares
    • Focus Partners Advisor Solutions, LLC: 11,989 shares

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

  7. period ended2024-12-31
    13F/A 151,944 shares
    Change vs previous 13F +44,130 shares

    0.02% of the 13F portfolio, value $8,703,353.

    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 107,814 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,265,072.

    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).