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Disclosery

DOLIVER ADVISORS, LP: CRM position timeline

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

DOLIVER ADVISORS, LP held 0 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -3,484 shares

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 3,484 shares
    Change vs previous 13F -1,060 shares

    0.12% of the 13F portfolio, value $545,803.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,544 shares
    Change vs previous 13F +377 shares

    0.19% of the 13F portfolio, value $848,228.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,167 shares
    Change vs previous 13F -41 shares

    0.28% of the 13F portfolio, value $1,103,880.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,208 shares
    Change vs previous 13F +22 shares

    0.26% of the 13F portfolio, value $997,296.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,186 shares
    Change vs previous 13F -1,708 shares

    0.31% of the 13F portfolio, value $1,141,480.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,894 shares
    Change vs previous 13F +112 shares

    0.44% of the 13F portfolio, value $1,581,714.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,782 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,933,096.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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