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CSat Investment Advisory, L.P.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on CRM, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 20 CRM shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 20 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 13 shares
    Change vs previous 13F -9,159 shares

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 9,172 shares
    Change vs previous 13F +366 shares

    0.31% of the 13F portfolio, value $2,305,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 8,806 shares
    Change vs previous 13F +3,088 shares

    0.29% of the 13F portfolio, value $1,650,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 5,718 shares
    Change vs previous 13F +1,674 shares

    0.23% of the 13F portfolio, value $823,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 4,044 shares
    Change vs previous 13F +189 shares

    0.24% of the 13F portfolio, value $658,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 3,855 shares
    Change vs previous 13F +475 shares

    0.25% of the 13F portfolio, value $572,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 3,380 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $512,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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