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Greykasell Wealth Strategies, Inc.: CRM position timeline

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

Greykasell Wealth Strategies, Inc. held 2,187 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,187 shares
    Change vs previous 13F -784 shares

    0.12% of the 13F portfolio, value $342,604.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, 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 2,971 shares
    Change vs previous 13F -949 shares

    0.22% of the 13F portfolio, value $554,558.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, 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 3,920 shares
    Change vs previous 13F -159 shares

    0.41% of the 13F portfolio, value $1,038,330.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, 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 4,079 shares
    Change vs previous 13F +25 shares

    0.41% of the 13F portfolio, value $966,755.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, 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 4,054 shares
    Change vs previous 13F +95 shares

    0.53% of the 13F portfolio, value $1,105,432.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, 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 3,959 shares
    Change vs previous 13F +1 shares

    0.57% of the 13F portfolio, value $1,062,311.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, 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 3,958 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,323,386.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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