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Disclosery

CrossGen Wealth, LLC: CRM position timeline

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

CrossGen Wealth, LLC held 915 CRM 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 915 shares
    Change vs previous 13F -1,004 shares

    0.11% of the 13F portfolio, value $143,314.

    13F-HR 0002112179-26-000003 filed by CrossGen Wealth, 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 1,919 shares
    Change vs previous 13F -1,177 shares

    0.31% of the 13F portfolio, value $358,283.

    13F-HR 0002112179-26-000002 filed by CrossGen 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 ended2025-12-31
    13F 3,096 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $820,285.

    13F-HR 0002112179-26-000001 filed by CrossGen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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