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Disclosery

Capital Squared Financial LLC: CRM position timeline

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

Capital Squared Financial LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,159 shares

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,159 shares
    Change vs previous 13F -9 shares

    0.24% of the 13F portfolio, value $307,151.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,168 shares
    Change vs previous 13F -107 shares

    0.24% of the 13F portfolio, value $276,746.

    13F-HR 0002128691-26-000002 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,275 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $347,555.

    13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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