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Disclosery

Aviso Financial Inc.: CRM position timeline

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

Aviso Financial Inc. held 1,128 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,128 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $176,712.

    13F-HR 0002033534-26-000006 filed by Aviso 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 605 shares
    Change vs previous 13F -1,081 shares

    <0.01% of the 13F portfolio, value $112,935.

    13F-HR 0002033534-26-000005 filed by Aviso 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 1,686 shares
    Change vs previous 13F -3,204 shares

    0.02% of the 13F portfolio, value $446,638.

    13F-HR 0002033534-26-000004 filed by Aviso 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 4,890 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,158,930.

    13F-HR 0002033534-25-000008 filed by Aviso 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 4,889 shares
    Change vs previous 13F +666 shares

    0.06% of the 13F portfolio, value $1,333,181.

    13F-HR 0002033536-25-000067 filed by Aviso 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 4,223 shares
    Change vs previous 13F -1,277 shares

    0.06% of the 13F portfolio, value $1,133,284.

    13F-HR 0002033536-25-000005 filed by Aviso 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 5,500 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $1,838,815.

    13F-HR 0002033534-25-000001 filed by Aviso Financial Inc.
    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 5,479 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,499,657.

    13F-HR 0002033534-24-000003 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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