Position in CMRC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$540,439
+$144,764 QoQ
Shares Held
182,581
+23.2% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#42
of 156 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMRC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Chico Wealth RIA holds $540,439 across 1 Software - Application name. CMRC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMRC |
Commerce.com, Inc.
This page
|
182,581 | $540,439 |
All Filings in CMRC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,439 | 182,581 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $395,675 | 148,193 | Shares | Sole | 2026-05-08 | |
| 2023-06-30 | $510,166 | 51,273 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $458,380 | 51,273 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||