Copley Financial Group, Inc.: CRM position timeline

Copley Financial Group, Inc. held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,315 shares

   13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,315 shares

   Change vs previous 13F -108 shares

   0.27% of the 13F portfolio, value $358,587.

   13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F/A 1,423 shares

   Change vs previous 13F -19 shares

   0.29% of the 13F portfolio, value $381,876.

   13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2024-12-31

   13F 1,442 shares

   Change vs previous 13F -251 shares

   0.37% of the 13F portfolio, value $482,104.

   13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
   Filed 2025-03-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-09-30

   13F 1,693 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $463,391.

   13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
   Filed 2024-12-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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