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CGN Advisors LLC: CRM position timeline

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

CGN Advisors LLC held 14,431 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,431 shares
    Change vs previous 13F -494 shares

    0.17% of the 13F portfolio, value $2,260,743.

    13F-HR 0001841506-26-000004 filed by CGN 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 14,925 shares
    Change vs previous 13F +596 shares

    0.22% of the 13F portfolio, value $2,785,973.

    13F-HR 0001841506-26-000003 filed by CGN 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 14,329 shares
    Change vs previous 13F +1,418 shares

    0.3% of the 13F portfolio, value $3,795,896.

    13F-HR 0001841506-26-000001 filed by CGN 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 12,911 shares
    Change vs previous 13F +307 shares

    0.25% of the 13F portfolio, value $3,059,908.

    13F-HR 0001841506-25-000008 filed by CGN 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 12,604 shares
    Change vs previous 13F +1,169 shares

    0.31% of the 13F portfolio, value $3,436,985.

    13F-HR 0001841506-25-000005 filed by CGN 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 11,435 shares
    Change vs previous 13F +933 shares

    0.3% of the 13F portfolio, value $3,068,697.

    13F-HR 0001841506-25-000002 filed by CGN 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 10,502 shares
    Change vs previous 13F -2,538 shares

    0.34% of the 13F portfolio, value $3,511,135.

    13F-HR 0001841506-25-000001 filed by CGN 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 13,040 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,569,179.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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