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Checchi Capital Advisers, LLC: CRM position timeline

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

Checchi Capital Advisers, LLC held 18,662 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,662 shares
    Change vs previous 13F -1,494 shares

    0.19% of the 13F portfolio, value $2,923,589.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 20,156 shares
    Change vs previous 13F +6,000 shares

    0.26% of the 13F portfolio, value $3,762,474.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 14,156 shares
    Change vs previous 13F -987 shares

    0.26% of the 13F portfolio, value $3,750,000.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 15,143 shares
    Change vs previous 13F -1,215 shares

    0.25% of the 13F portfolio, value $3,588,950.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 16,358 shares
    Change vs previous 13F -973 shares

    0.31% of the 13F portfolio, value $4,460,731.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 17,331 shares
    Change vs previous 13F +522 shares

    0.33% of the 13F portfolio, value $4,650,947.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 16,809 shares
    Change vs previous 13F -4,388 shares

    0.42% of the 13F portfolio, value $5,619,753.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 21,197 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,801,831.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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