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Focus Partners Wealth: CMI position timeline

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

Focus Partners Wealth held 130,582 CMI 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 130,582 shares
    Change vs previous 13F -25,541 shares

    0.09% of the 13F portfolio, value $93,083,878.

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

    • Focus Partners Wealth: 125,381 shares
    • Focus Partners Advisor Solutions, LLC: 5,201 shares

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

  2. period ended2026-03-31
    13F 156,123 shares
    Change vs previous 13F +4,661 shares

    0.08% of the 13F portfolio, value $84,154,654.

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

    • Focus Partners Wealth: 149,935 shares
    • Focus Partners Advisor Solutions, LLC: 6,188 shares

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

  3. period ended2025-12-31
    13F 151,462 shares
    Change vs previous 13F +86,207 shares

    0.08% of the 13F portfolio, value $77,314,799.

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

    • Focus Partners Wealth: 145,894 shares
    • Focus Partners Advisor Solutions, LLC: 5,568 shares

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

  4. period ended2025-09-30
    13F 65,255 shares
    Change vs previous 13F +6,135 shares

    0.04% of the 13F portfolio, value $27,746,111.

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

    • Focus Partners Wealth: 59,916 shares
    • Focus Partners Advisor Solutions, LLC: 5,339 shares

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

  5. period ended2025-06-30
    13F 59,120 shares
    Change vs previous 13F +19,974 shares

    0.04% of the 13F portfolio, value $19,361,871.

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

    • Focus Partners Wealth: 55,376 shares
    • Focus Partners Advisor Solutions, LLC: 3,744 shares

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

  6. period ended2025-03-31
    13F/A 39,146 shares
    Change vs previous 13F +4,141 shares

    0.03% of the 13F portfolio, value $12,270,605.

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

    • Focus Partners Wealth: 34,639 shares
    • Focus Partners Advisor Solutions, LLC: 4,507 shares

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

  7. period ended2024-12-31
    13F/A 35,005 shares
    Change vs previous 13F +19,565 shares

    0.03% of the 13F portfolio, value $12,203,704.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,501 shares
    • Focus Partners Advisor Solutions, LLC: 2,504 shares

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

  8. period ended2024-09-30
    13F 15,440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,999,994.

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

    • Focus Partners Wealth: 13,803 shares
    • Focus Partners Advisor Solutions, LLC: 1,637 shares

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