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Disclosery

ACT WEALTH MANAGEMENT, LLC: CRM position timeline

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

ACT WEALTH MANAGEMENT, LLC held 3,863 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,863 shares
    Change vs previous 13F +60 shares

    0.26% of the 13F portfolio, value $886,829.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,803 shares
    Change vs previous 13F +1,129 shares

    0.18% of the 13F portfolio, value $595,778.

    13F-HR 0001754960-26-000416 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,674 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $499,156.

    13F-HR 0001754960-26-000255 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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