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HBW ADVISORY SERVICES LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on CRM, newest first. How the timeline and the estimate are built.

HBW ADVISORY SERVICES LLC held 13,799 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,799 shares
    Change vs previous 13F +701 shares

    0.2% of the 13F portfolio, value $2,161,676.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 13,098 shares
    Change vs previous 13F +57 shares

    0.26% of the 13F portfolio, value $2,444,925.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 13,041 shares
    Change vs previous 13F -26 shares

    0.38% of the 13F portfolio, value $3,454,743.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 13,067 shares
    Change vs previous 13F +738 shares

    0.35% of the 13F portfolio, value $3,096,831.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 12,329 shares
    Change vs previous 13F -1,796 shares

    0.41% of the 13F portfolio, value $3,361,911.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 14,125 shares
    Change vs previous 13F -645 shares

    0.54% of the 13F portfolio, value $3,790,706.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
    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 14,770 shares
    Change vs previous 13F -1,402 shares

    0.51% of the 13F portfolio, value $4,937,895.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
    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 16,172 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,426,542.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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