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Continuum Advisory, LLC: CRM position timeline

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

Continuum Advisory, LLC held 2,234 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,234 shares
    Change vs previous 13F -4,906 shares

    0.03% of the 13F portfolio, value $349,978.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 7,140 shares
    Change vs previous 13F -18,703 shares

    0.13% of the 13F portfolio, value $1,332,824.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 25,843 shares
    Change vs previous 13F +3,619 shares

    0.69% of the 13F portfolio, value $6,846,069.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 22,224 shares
    Change vs previous 13F +2,043 shares

    0.56% of the 13F portfolio, value $5,267,088.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 20,181 shares
    Change vs previous 13F +16,327 shares

    0.66% of the 13F portfolio, value $5,503,157.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 3,854 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $1,034,259.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 3,871 shares
    Change vs previous 13F +196 shares

    0.17% of the 13F portfolio, value $1,294,191.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 3,675 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,218,814.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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