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Comprehensive Financial Consultants Institutional, Inc.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Consultants Institutional, Inc. on CRM, newest first. How the timeline and the estimate are built.

Comprehensive Financial Consultants Institutional, Inc. held 16,322 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,322 shares
    Change vs previous 13F +5,770 shares

    0.68% of the 13F portfolio, value $2,557,005.

    13F-HR 0001172661-26-002619 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 10,552 shares
    Change vs previous 13F +1,204 shares

    0.59% of the 13F portfolio, value $1,969,742.

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 9,348 shares
    Change vs previous 13F +653 shares

    0.75% of the 13F portfolio, value $2,476,379.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 8,695 shares
    Change vs previous 13F +74 shares

    0.64% of the 13F portfolio, value $2,060,715.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 8,621 shares
    Change vs previous 13F +566 shares

    0.77% of the 13F portfolio, value $2,350,860.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 8,055 shares
    Change vs previous 13F +146 shares

    0.77% of the 13F portfolio, value $2,161,640.

    13F-HR 0001172661-25-001994 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 7,909 shares
    Change vs previous 13F +41 shares

    0.96% of the 13F portfolio, value $2,644,216.

    13F-HR 0001172661-25-000343 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 7,868 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,153,550.

    13F-HR 0001172661-24-004430 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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