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FourThought Financial Partners, LLC: CRM position timeline

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

FourThought Financial Partners, LLC held 28,778 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,778 shares
    Change vs previous 13F +1,364 shares

    0.35% of the 13F portfolio, value $4,508,386.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 27,414 shares
    Change vs previous 13F +5,789 shares

    0.44% of the 13F portfolio, value $5,117,306.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 21,625 shares
    Change vs previous 13F +2,638 shares

    0.48% of the 13F portfolio, value $5,728,752.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 18,987 shares
    Change vs previous 13F +1,848 shares

    0.4% of the 13F portfolio, value $4,499,904.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 17,139 shares
    Change vs previous 13F +336 shares

    0.46% of the 13F portfolio, value $4,673,604.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 16,803 shares
    Change vs previous 13F -233 shares

    0.47% of the 13F portfolio, value $4,509,124.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 17,036 shares
    Change vs previous 13F -9,733 shares

    0.59% of the 13F portfolio, value $5,695,841.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, 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 26,769 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $7,326,905.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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