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Disclosery

Code Waechter LLC: CRM position timeline

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

Code Waechter LLC held 0 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,117 shares

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 ended2026-03-31
    13F 1,117 shares
    Change vs previous 13F +1,117 shares

    0.12% of the 13F portfolio, value $208,510.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 0 shares
    Change vs previous 13F -871 shares

    13F-HR 0002039212-26-000001 filed by Code Waechter 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.

  4. period ended2025-09-30
    13F 871 shares
    Change vs previous 13F +44 shares

    0.14% of the 13F portfolio, value $208,840.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 827 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $225,515.

    13F-HR 0002039212-25-000005 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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