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BARNES PETTEY FINANCIAL ADVISORS, LLC: CRM position timeline

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

BARNES PETTEY FINANCIAL ADVISORS, LLC held 1,410 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,410 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $220,891.

    13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL 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 1,485 shares
    Change vs previous 13F -285 shares

    0.12% of the 13F portfolio, value $277,205.

    13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL 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 1,770 shares
    Change vs previous 13F +75 shares

    0.23% of the 13F portfolio, value $468,891.

    13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 1,695 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $401,715.

    13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 1,690 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $460,846.

    13F-HR 0001765380-25-000344 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 1,690 shares
    Change vs previous 13F -20 shares

    0.35% of the 13F portfolio, value $453,528.

    13F-HR 0001908288-25-000002 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 1,710 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $571,704.

    13F-HR 0001908288-25-000001 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 1,710 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $468,044.

    13F-HR 0001908288-24-000005 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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