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BLODGETT WEALTH ADVISORS, LLC: CRM position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 3,030 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,030 shares
    Change vs previous 13F +92 shares

    0.32% of the 13F portfolio, value $474,725.

    13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH 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 2,938 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $548,404.

    13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH 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 2,938 shares
    Change vs previous 13F -275 shares

    0.54% of the 13F portfolio, value $778,241.

    13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH 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/A 3,213 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $761,405.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH 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 3,213 shares
    Change vs previous 13F +200 shares

    0.69% of the 13F portfolio, value $876,047.

    13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH 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 3,013 shares
    Change vs previous 13F -39 shares

    0.69% of the 13F portfolio, value $808,445.

    13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH 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 3,052 shares
    Change vs previous 13F +425 shares

    0.8% of the 13F portfolio, value $1,020,537.

    13F-HR 0001085146-25-000469 filed by BLODGETT WEALTH 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 2,627 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $719,126.

    13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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