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Disclosery

Atala Financial Inc: CRM position timeline

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

Atala Financial Inc held 11,652 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,652 shares
    Change vs previous 13F +220 shares

    1.11% of the 13F portfolio, value $1,825,382.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 11,432 shares
    Change vs previous 13F +607 shares

    1.43% of the 13F portfolio, value $2,126,082.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    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 10,825 shares
    Change vs previous 13F +688 shares

    1.83% of the 13F portfolio, value $2,867,773.

    13F-HR 0002053756-26-000001 filed by Atala Financial Inc
    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 10,137 shares
    Change vs previous 13F +2,292 shares

    1.5% of the 13F portfolio, value $2,402,539.

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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 7,845 shares
    Change vs previous 13F +553 shares

    1.48% of the 13F portfolio, value $2,139,288.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    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 7,292 shares
    Change vs previous 13F +1,467 shares

    1.43% of the 13F portfolio, value $1,957,826.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    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 5,825 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,947,479.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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