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Farther Finance Advisors, LLC: CRM position timeline

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

Farther Finance Advisors, LLC held 64,365 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,365 shares
    Change vs previous 13F +3,803 shares

    0.1% of the 13F portfolio, value $14,776,359.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,562 shares
    Change vs previous 13F +17,084 shares

    0.07% of the 13F portfolio, value $9,490,514.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    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 43,478 shares
    Change vs previous 13F +7,013 shares

    0.08% of the 13F portfolio, value $8,097,279.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,465 shares
    Change vs previous 13F +10,572 shares

    0.1% of the 13F portfolio, value $9,659,914.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,893 shares
    Change vs previous 13F +2,759 shares

    0.09% of the 13F portfolio, value $6,136,606.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,134 shares
    Change vs previous 13F +4,337 shares

    0.13% of the 13F portfolio, value $6,308,593.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    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 18,797 shares
    Change vs previous 13F +522 shares

    0.13% of the 13F portfolio, value $5,078,831.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,275 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,109,729.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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