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CORRECT CAPITAL WEALTH MANAGEMENT: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORRECT CAPITAL WEALTH MANAGEMENT on CRM, newest first. How the timeline and the estimate are built.

CORRECT CAPITAL WEALTH MANAGEMENT held 19,236 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,236 shares
    Change vs previous 13F -122 shares

    0.52% of the 13F portfolio, value $3,013,560.

    13F-HR 0001844835-26-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 19,358 shares
    Change vs previous 13F +4,969 shares

    0.67% of the 13F portfolio, value $3,613,617.

    13F-HR 0001844835-26-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 14,389 shares
    Change vs previous 13F +842 shares

    0.72% of the 13F portfolio, value $3,811,660.

    13F-HR 0001844835-26-000001 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 13,547 shares
    Change vs previous 13F +4,114 shares

    0.59% of the 13F portfolio, value $3,210,611.

    13F-HR 0001844835-25-000007 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 9,433 shares
    Change vs previous 13F +6,042 shares

    0.5% of the 13F portfolio, value $2,572,400.

    13F-HR 0001844835-25-000005 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 3,391 shares
    Change vs previous 13F +135 shares

    0.18% of the 13F portfolio, value $909,879.

    13F-HR 0001844835-25-000004 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 3,256 shares
    Change vs previous 13F +87 shares

    0.22% of the 13F portfolio, value $1,088,713.

    13F-HR 0001844835-25-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 3,169 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $867,351.

    13F-HR 0001844835-25-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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