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CENTRAL VALLEY ADVISORS, LLC: CRM position timeline

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

CENTRAL VALLEY ADVISORS, LLC held 4,022 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,022 shares
    Change vs previous 13F -646 shares

    0.16% of the 13F portfolio, value $630,252.

    13F-HR 0001085146-26-000523 filed by CENTRAL VALLEY 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 4,668 shares
    Change vs previous 13F -2,764 shares

    0.24% of the 13F portfolio, value $871,593.

    13F-HR 0001085146-26-000337 filed by CENTRAL VALLEY 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 7,432 shares
    Change vs previous 13F -272 shares

    0.59% of the 13F portfolio, value $1,968,927.

    13F-HR 0001085146-26-000068 filed by CENTRAL VALLEY 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 7,704 shares
    Change vs previous 13F -206 shares

    0.57% of the 13F portfolio, value $1,825,937.

    13F-HR 0001085146-25-005853 filed by CENTRAL VALLEY 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 7,910 shares
    Change vs previous 13F +929 shares

    0.73% of the 13F portfolio, value $2,157,057.

    13F-HR 0001085146-25-003670 filed by CENTRAL VALLEY 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 6,981 shares
    Change vs previous 13F +401 shares

    0.71% of the 13F portfolio, value $1,873,470.

    13F-HR 0001085146-25-002092 filed by CENTRAL VALLEY 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 6,580 shares
    Change vs previous 13F +150 shares

    1% of the 13F portfolio, value $2,199,937.

    13F-HR 0001085146-25-000222 filed by CENTRAL VALLEY 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 6,430 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,759,964.

    13F-HR 0001085146-24-004638 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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