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Acumen Wealth Advisors, LLC: CRM position timeline

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

Acumen Wealth Advisors, LLC held 10,096 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,096 shares
    Change vs previous 13F -10,134 shares

    0.34% of the 13F portfolio, value $1,585,980.

    13F-HR 0001939202-26-000004 filed by Acumen Wealth 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 20,230 shares
    Change vs previous 13F -2,017 shares

    1.02% of the 13F portfolio, value $3,776,335.

    13F-HR 0001939202-26-000003 filed by Acumen Wealth 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 22,247 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,902,685.

    13F-HR 0001939202-26-000002 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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