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Disclosery

Gateway Advisory, LLC: CRM position timeline

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

Gateway Advisory, LLC held 17,459 CRM shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,459 shares
    Change vs previous 13F +332 shares

    0.77% of the 13F portfolio, value $4,778,835.

    13F-HR 0001512404-24-000006 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 17,127 shares
    Change vs previous 13F +532 shares

    0.75% of the 13F portfolio, value $4,403,576.

    13F-HR 0001512404-24-000004 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 16,595 shares
    Change vs previous 13F +1,123 shares

    0.88% of the 13F portfolio, value $4,998,019.

    13F-HR 0001512404-24-000003 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 15,472 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,071,319.

    13F-HR 0001512404-24-000001 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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