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Disclosery

Finer Wealth Management, Inc.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finer Wealth Management, Inc. on CRM, newest first. How the timeline and the estimate are built.

Finer Wealth Management, Inc. held 8,383 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,383 shares
    Change vs previous 13F -2,352 shares

    0.59% of the 13F portfolio, value $1,313,298.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
    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 10,735 shares
    Change vs previous 13F -2,636 shares

    1.01% of the 13F portfolio, value $2,003,852.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
    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 13,371 shares
    Change vs previous 13F +655 shares

    1.71% of the 13F portfolio, value $3,542,181.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
    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 12,716 shares
    Change vs previous 13F +318 shares

    1.5% of the 13F portfolio, value $3,013,700.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, Inc.
    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 12,398 shares
    Change vs previous 13F +159 shares

    1.81% of the 13F portfolio, value $3,380,698.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, Inc.
    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 12,239 shares
    Change vs previous 13F +172 shares

    1.97% of the 13F portfolio, value $3,284,490.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, Inc.
    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 12,067 shares
    Change vs previous 13F +15 shares

    2.31% of the 13F portfolio, value $4,034,358.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
    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 12,052 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,298,670.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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