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Cache Advisors, LLC: CRM position timeline

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

Cache Advisors, LLC held 10,101 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,101 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,582,423.

    13F-HR 0002085853-26-000714 filed by Cache 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 10,101 shares
    Change vs previous 13F +433 shares

    0.22% of the 13F portfolio, value $1,885,554.

    13F-HR 0002085853-26-000408 filed by Cache 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 9,668 shares
    Change vs previous 13F -2,884 shares

    0.31% of the 13F portfolio, value $2,561,150.

    13F-HR 0002085853-26-000068 filed by Cache 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 12,552 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,974,824.

    13F-HR 0002085853-25-000262 filed by Cache 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 12,552 shares
    Change vs previous 13F +1,668 shares

    0.93% of the 13F portfolio, value $3,422,805.

    13F-HR 0001667731-25-001124 filed by Cache 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 10,884 shares
    Change vs previous 13F +1,380 shares

    1.12% of the 13F portfolio, value $2,920,831.

    13F-HR 0001667731-25-000645 filed by Cache 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/A 9,504 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,177,472.

    13F-HR/A 0001667731-25-000281 filed by Cache Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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