Position in CF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$971,741
-$204,479 QoQ
Shares Held
8,976
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 954 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CF Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,869,252 across 3 Agricultural Inputs names. CF ranks #2 (25.1% of the industry book) .
All Filings in CF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,741 | 8,976 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,176,220 | 9,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $618,797 | 8,001 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $730,388 | 7,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $612,696 | 7,840 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $541,355 | 6,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,881 | 4,614 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $229,525 | 2,677 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||