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Guinness Atkinson Asset Management Inc: CRM position timeline

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

Guinness Atkinson Asset Management Inc held 31,825 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,825 shares
    Change vs previous 13F -679 shares

    2.24% of the 13F portfolio, value $4,985,705.

    13F-HR 0001409765-26-000007 filed by Guinness Atkinson Asset Management 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 32,504 shares
    Change vs previous 13F +6,669 shares

    3.03% of the 13F portfolio, value $6,067,522.

    13F-HR 0001409765-26-000005 filed by Guinness Atkinson Asset Management 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/A 25,835 shares
    Change vs previous 13F +5,459 shares

    3.24% of the 13F portfolio, value $6,878,052.

    13F-HR/A 0001409765-26-000003 filed by Guinness Atkinson Asset Management 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 20,376 shares
    Change vs previous 13F +2,152 shares

    2.37% of the 13F portfolio, value $4,994,158.

    13F-HR 0001409765-25-000004 filed by Guinness Atkinson Asset Management 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 18,224 shares
    Change vs previous 13F -1,442 shares

    2.61% of the 13F portfolio, value $4,969,503.

    13F-HR 0001085146-25-004425 filed by Guinness Atkinson Asset Management 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 19,666 shares
    Change vs previous 13F -953 shares

    2.94% of the 13F portfolio, value $5,277,568.

    13F-HR 0001085146-25-002949 filed by Guinness Atkinson Asset Management 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 20,619 shares
    Change vs previous 13F -5,973 shares

    3.52% of the 13F portfolio, value $6,893,550.

    13F-HR 0001085146-25-000291 filed by Guinness Atkinson Asset Management Inc
    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 26,592 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $7,278,497.

    13F-HR 0001085146-24-004815 filed by Guinness Atkinson Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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