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Disclosery

AA Financial Advisors, LLC: CRM position timeline

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

AA Financial Advisors, LLC held 8,089 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,089 shares
    Change vs previous 13F +1,430 shares

    0.15% of the 13F portfolio, value $1,267,151.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 6,659 shares
    Change vs previous 13F +369 shares

    0.18% of the 13F portfolio, value $1,243,036.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 6,290 shares
    Change vs previous 13F +83 shares

    0.31% of the 13F portfolio, value $1,666,233.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 6,207 shares
    Change vs previous 13F +625 shares

    0.29% of the 13F portfolio, value $1,470,963.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 5,582 shares
    Change vs previous 13F -1,093 shares

    0.33% of the 13F portfolio, value $1,522,267.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 6,675 shares
    Change vs previous 13F +335 shares

    0.44% of the 13F portfolio, value $1,791,371.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 6,340 shares
    Change vs previous 13F +75 shares

    0.57% of the 13F portfolio, value $2,119,696.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 6,265 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,714,793.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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