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DFPG INVESTMENTS, LLC: CRM position timeline

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

DFPG INVESTMENTS, LLC held 20,561 CRM shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 20,561 shares
    Change vs previous 13F +31 shares

    0.4% of the 13F portfolio, value $5,178,206.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 20,530 shares
    Change vs previous 13F +1,189 shares

    0.4% of the 13F portfolio, value $4,311,524.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 19,341 shares
    Change vs previous 13F -465 shares

    0.41% of the 13F portfolio, value $4,532,950.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 19,806 shares
    Change vs previous 13F +6,002 shares

    0.42% of the 13F portfolio, value $3,956,843.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 13,804 shares
    Change vs previous 13F +11,974 shares

    0.33% of the 13F portfolio, value $2,000,200.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 1,830 shares
    Change vs previous 13F +435 shares

    0.12% of the 13F portfolio, value $293,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 1,395 shares
    Change vs previous 13F -43 shares

    0.1% of the 13F portfolio, value $234,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 1,438 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $269,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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