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Disclosery

CRA Financial Services, LLC: POCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRA Financial Services, LLC on POCT, newest first. How the timeline and the estimate are built.

CRA Financial Services, LLC held 71,835 POCT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,835 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $3,333,862.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 71,835 shares
    Change vs previous 13F -1,250 shares

    0.4% of the 13F portfolio, value $3,096,807.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 73,085 shares
    Change vs previous 13F +36,075 shares

    0.42% of the 13F portfolio, value $3,209,893.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 37,010 shares
    Change vs previous 13F +420 shares

    0.22% of the 13F portfolio, value $1,595,131.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 36,590 shares
    Change vs previous 13F -90 shares

    0.23% of the 13F portfolio, value $1,511,183.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 36,680 shares
    Change vs previous 13F -1,689 shares

    0.24% of the 13F portfolio, value $1,425,033.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 38,369 shares
    Change vs previous 13F +27,520 shares

    0.26% of the 13F portfolio, value $1,518,138.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 10,849 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $422,583.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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