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GC Wealth Management RIA, LLC: CRM position timeline

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

GC Wealth Management RIA, LLC held 85,099 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,099 shares
    Change vs previous 13F -196,578 shares

    0.77% of the 13F portfolio, value $13,331,609.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 281,677 shares
    Change vs previous 13F +3,194 shares

    2.18% of the 13F portfolio, value $52,580,646.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 278,483 shares
    Change vs previous 13F -13,698 shares

    2.71% of the 13F portfolio, value $73,772,932.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 292,181 shares
    Change vs previous 13F +66,101 shares

    2.28% of the 13F portfolio, value $69,246,897.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 226,080 shares
    Change vs previous 13F +12,480 shares

    5.04% of the 13F portfolio, value $61,649,755.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 213,600 shares
    Change vs previous 13F +538 shares

    10.52% of the 13F portfolio, value $57,321,696.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 213,062 shares
    Change vs previous 13F -27,435 shares

    12.52% of the 13F portfolio, value $71,233,018.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 240,497 shares
    Change vs previous 13F not available

    11.5% of the 13F portfolio, value $65,826,434.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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