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Disclosery

Councilor Wealth, LLC: CRM position timeline

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

Councilor Wealth, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -928 shares

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 ended2025-12-31
    13F 928 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $245,836.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 928 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $219,936.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 928 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $253,056.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 928 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $249,038.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 928 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $310,258.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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