Skip to content
Disclosery

Fi3 FINANCIAL ADVISORS, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on CRM, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 721 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 721 shares
    Change vs previous 13F -1,042 shares

    0.07% of the 13F portfolio, value $293,634.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL ADVISORS, 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 1,763 shares
    Change vs previous 13F -109 shares

    0.09% of the 13F portfolio, value $329,099.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 ended2025-12-31
    13F 1,872 shares
    Change vs previous 13F +241 shares

    0.15% of the 13F portfolio, value $496,687.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 ended2025-09-30
    13F 1,631 shares
    Change vs previous 13F -151 shares

    0.13% of the 13F portfolio, value $387,174.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL 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 ended2025-06-30
    13F 1,782 shares
    Change vs previous 13F -187 shares

    0.18% of the 13F portfolio, value $486,806.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL 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 ended2025-03-31
    13F 1,969 shares
    Change vs previous 13F -79 shares

    0.21% of the 13F portfolio, value $528,401.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL 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 ended2024-12-31
    13F 2,048 shares
    Change vs previous 13F +102 shares

    0.26% of the 13F portfolio, value $685,527.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL 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 ended2024-09-30
    13F 1,946 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $532,640.

    13F-HR 0001765380-24-000445 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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