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Disclosery

Harold Davidson & Associates Inc.: CRM position timeline

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

Harold Davidson & Associates Inc. held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,422 shares

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
    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 4,422 shares
    Change vs previous 13F -216 shares

    0.52% of the 13F portfolio, value $1,171,432.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,638 shares
    Change vs previous 13F +199 shares

    0.5% of the 13F portfolio, value $1,099,206.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,439 shares
    Change vs previous 13F -1,927 shares

    0.78% of the 13F portfolio, value $1,210,471.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,366 shares
    Change vs previous 13F -61 shares

    0.93% of the 13F portfolio, value $1,708,380.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    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 6,427 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,148,739.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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