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Disclosery

Focus Financial Network, Inc.: CRM position timeline

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

Focus Financial Network, Inc. held 2,901 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,901 shares
    Change vs previous 13F +874 shares

    0.01% of the 13F portfolio, value $455,797.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 2,027 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $378,401.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, 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 3,211 shares
    Change vs previous 13F -891 shares

    0.03% of the 13F portfolio, value $850,677.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, 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 4,102 shares
    Change vs previous 13F +761 shares

    0.03% of the 13F portfolio, value $972,177.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, 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 3,341 shares
    Change vs previous 13F +331 shares

    0.04% of the 13F portfolio, value $910,962.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, 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 3,010 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $807,799.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, 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 3,238 shares
    Change vs previous 13F -1,028 shares

    0.04% of the 13F portfolio, value $1,082,445.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, 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 4,266 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,169,386.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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