Skip to content
Disclosery

Bulltick Wealth Management, LLC: CRM position timeline

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

Bulltick Wealth Management, LLC held 64,393 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,393 shares
    Change vs previous 13F +1,416 shares

    2.06% of the 13F portfolio, value $10,112,950.

    13F-HR 0001214659-26-009198 filed by Bulltick Wealth Management, 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 62,977 shares
    Change vs previous 13F +20,483 shares

    2.6% of the 13F portfolio, value $11,755,917.

    13F-HR 0001214659-26-005091 filed by Bulltick Wealth Management, 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 42,494 shares
    Change vs previous 13F +456 shares

    2.4% of the 13F portfolio, value $11,275,757.

    13F-HR 0001214659-26-001829 filed by Bulltick Wealth Management, 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 42,038 shares
    Change vs previous 13F +29,866 shares

    2.36% of the 13F portfolio, value $9,979,108.

    13F-HR 0001214659-25-016371 filed by Bulltick Wealth Management, 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 12,172 shares
    Change vs previous 13F -180 shares

    0.82% of the 13F portfolio, value $3,320,465.

    13F-HR 0001214659-25-011768 filed by Bulltick Wealth Management, 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 12,352 shares
    Change vs previous 13F +1,478 shares

    0.88% of the 13F portfolio, value $3,313,988.

    13F-HR 0001214659-25-007420 filed by Bulltick Wealth Management, 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 10,874 shares
    Change vs previous 13F -6,733 shares

    0.86% of the 13F portfolio, value $3,639,928.

    13F-HR 0001214659-25-002631 filed by Bulltick Wealth Management, 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 17,607 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,826,255.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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