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Kestra Advisory Services, LLC: CMF position timeline

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

Kestra Advisory Services, LLC held 18,494 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 18,494 shares
    Change vs previous 13F -1,501 shares

    <0.01% of the 13F portfolio, value $1,065,995.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 19,995 shares
    Change vs previous 13F -3,266 shares

    <0.01% of the 13F portfolio, value $1,136,927.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 23,261 shares
    Change vs previous 13F -3,640 shares

    0.01% of the 13F portfolio, value $1,336,579.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 26,901 shares
    Change vs previous 13F +544 shares

    0.01% of the 13F portfolio, value $1,534,421.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 26,357 shares
    Change vs previous 13F +7,579 shares

    0.01% of the 13F portfolio, value $1,469,148.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 18,778 shares
    Change vs previous 13F -75,008 shares

    0.01% of the 13F portfolio, value $1,056,826.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 93,786 shares
    Change vs previous 13F +4,500 shares

    0.03% of the 13F portfolio, value $5,372,062.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 89,286 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,188,403.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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