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GW HENSSLER & ASSOCIATES LTD: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on CRM, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 61,088 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,088 shares
    Change vs previous 13F -10,958 shares

    0.43% of the 13F portfolio, value $9,570,072.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 72,046 shares
    Change vs previous 13F +7,353 shares

    0.63% of the 13F portfolio, value $13,448,866.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 64,693 shares
    Change vs previous 13F -6,976 shares

    0.82% of the 13F portfolio, value $17,137,808.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 71,669 shares
    Change vs previous 13F +3,242 shares

    0.85% of the 13F portfolio, value $16,985,534.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 68,427 shares
    Change vs previous 13F +1,977 shares

    1% of the 13F portfolio, value $18,659,304.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 66,450 shares
    Change vs previous 13F +5,413 shares

    1.02% of the 13F portfolio, value $17,832,650.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 61,037 shares
    Change vs previous 13F -770 shares

    0.96% of the 13F portfolio, value $16,706,459.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 61,807 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $16,917,216.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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