CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: CRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC on CRM, newest first. How the timeline and the estimate are built.
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,265 shares
13F-HR 0001803229-26-000002 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,265 sharesChange vs previous 13F -81 shares
0.1% of the 13F portfolio, value $335,111.
13F-HR 0001803229-26-000001 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,346 sharesChange vs previous 13F +190 shares
0.1% of the 13F portfolio, value $319,002.
13F-HR 0001803229-25-000003 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,156 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $315,230.
13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,156 sharesChange vs previous 13F -33 shares
0.12% of the 13F portfolio, value $310,224.
13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,189 sharesChange vs previous 13F -26 shares
0.14% of the 13F portfolio, value $397,518.
13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,215 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $332,558.
13F-HR 0001085146-24-004855 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).