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Disclosery

Advisory Services Network, LLC: CRM position timeline

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

Advisory Services Network, LLC held 33,166 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,166 shares
    Change vs previous 13F -3,202 shares

    0.06% of the 13F portfolio, value $5,195,845.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 36,368 shares
    Change vs previous 13F -4,916 shares

    0.09% of the 13F portfolio, value $6,788,911.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 41,284 shares
    Change vs previous 13F -7,356 shares

    0.15% of the 13F portfolio, value $10,936,352.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 48,640 shares
    Change vs previous 13F -7,161 shares

    0.17% of the 13F portfolio, value $11,527,539.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 55,801 shares
    Change vs previous 13F +1,355 shares

    0.23% of the 13F portfolio, value $14,415,096.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 54,446 shares
    Change vs previous 13F +4,499 shares

    0.28% of the 13F portfolio, value $14,611,030.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 49,947 shares
    Change vs previous 13F +1,719 shares

    0.31% of the 13F portfolio, value $16,698,895.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 48,228 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $12,399,410.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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