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Guided Capital Wealth Management, LLC: CRS position timeline

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

Guided Capital Wealth Management, LLC held 8,481 CRS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,481 shares
    Change vs previous 13F -516 shares

    3.06% of the 13F portfolio, value $5,231,439.

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth Management, 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 8,997 shares
    Change vs previous 13F -3,409 shares

    2.34% of the 13F portfolio, value $3,546,178.

    13F-HR 0001951757-26-000763 filed by Guided Capital Wealth Management, 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 12,406 shares
    Change vs previous 13F +1,001 shares

    2.74% of the 13F portfolio, value $3,905,911.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth Management, 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 11,405 shares
    Change vs previous 13F +177 shares

    2.4% of the 13F portfolio, value $2,800,386.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth Management, 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 11,228 shares
    Change vs previous 13F +19 shares

    2.39% of the 13F portfolio, value $3,103,195.

    13F-HR 0001667731-25-000771 filed by Guided Capital Wealth Management, 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 11,209 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,030,847.

    13F-HR 0001667731-25-000466 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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