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Disclosery

Aviance Capital Partners, LLC: CRM position timeline

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

Aviance Capital Partners, LLC held 2,250 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,250 shares
    Change vs previous 13F -155 shares

    0.04% of the 13F portfolio, value $352,485.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 2,405 shares
    Change vs previous 13F +428 shares

    0.05% of the 13F portfolio, value $448,941.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 1,977 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $523,727.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 1,988 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $471,156.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 1,933 shares
    Change vs previous 13F +76 shares

    0.07% of the 13F portfolio, value $527,110.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 1,857 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $498,344.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 1,857 shares
    Change vs previous 13F -4,940 shares

    0.09% of the 13F portfolio, value $620,851.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 6,797 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,860,407.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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