Skip to content
Disclosery

Goodman Advisory Group, LLC: CRM position timeline

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

Goodman Advisory Group, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -488 shares

    13F-HR 0001864123-26-000003 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 488 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $129,275.

    13F-HR 0001864123-26-000001 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 382 shares
    Change vs previous 13F -504 shares

    0.02% of the 13F portfolio, value $90,534.

    13F-HR 0001864123-25-000008 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 886 shares
    Change vs previous 13F -2,415 shares

    0.08% of the 13F portfolio, value $241,610.

    13F-HR 0001864123-25-000006 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 3,301 shares
    Change vs previous 13F +3,301 shares

    0.27% of the 13F portfolio, value $885,859.

    13F-HR/A 0001864123-25-000004 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,046 shares

    13F-HR 0001864123-25-000001 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 1,046 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,301.

    13F-HR 0001864123-24-000005 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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