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
- period ended2026-06-3013F 13,799 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,098 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,041 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,067 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,329 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,770 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,172 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).