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Disclosery

626 Financial, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on CRM, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 1,446 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,446 shares
    Change vs previous 13F -722 shares

    0.09% of the 13F portfolio, value $226,529.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 2,168 shares
    Change vs previous 13F -2,708 shares

    0.18% of the 13F portfolio, value $404,717.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 4,876 shares
    Change vs previous 13F -402 shares

    0.56% of the 13F portfolio, value $1,291,818.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 5,278 shares
    Change vs previous 13F -143 shares

    0.55% of the 13F portfolio, value $1,250,950.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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/A 5,421 shares
    Change vs previous 13F +685 shares

    0.69% of the 13F portfolio, value $1,478,260.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 4,736 shares
    Change vs previous 13F +2,651 shares

    0.65% of the 13F portfolio, value $1,270,946.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 2,085 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $697,180.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 2,085 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $570,566.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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