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Chemistry Wealth Management LLC: CRM position timeline

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

Chemistry Wealth Management LLC held 13,155 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,155 shares
    Change vs previous 13F +5,063 shares

    0.33% of the 13F portfolio, value $2,060,844.

    13F-HR 0001951757-26-000934 filed by Chemistry Wealth Management 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 8,092 shares
    Change vs previous 13F +2,310 shares

    0.27% of the 13F portfolio, value $1,510,578.

    13F-HR 0001951757-26-000560 filed by Chemistry Wealth Management 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 5,782 shares
    Change vs previous 13F +100 shares

    0.29% of the 13F portfolio, value $1,531,711.

    13F-HR 0001951757-26-000004 filed by Chemistry Wealth Management 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 5,682 shares
    Change vs previous 13F +851 shares

    0.26% of the 13F portfolio, value $1,346,635.

    13F-HR 0001951757-25-001180 filed by Chemistry Wealth Management 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 4,831 shares
    Change vs previous 13F -180 shares

    0.28% of the 13F portfolio, value $1,317,393.

    13F-HR 0001951757-25-000575 filed by Chemistry Wealth Management 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 5,011 shares
    Change vs previous 13F -44 shares

    0.31% of the 13F portfolio, value $1,344,802.

    13F-HR 0001951757-25-000299 filed by Chemistry Wealth Management 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 5,055 shares
    Change vs previous 13F +103 shares

    0.4% of the 13F portfolio, value $1,690,194.

    13F-HR 0001951757-25-000040 filed by Chemistry Wealth Management 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 4,952 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,355,320.

    13F-HR 0001951757-24-000967 filed by Chemistry Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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