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Disclosery

HF Advisory Group, LLC: CRM position timeline

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

HF Advisory Group, LLC held 8,216 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,216 shares
    Change vs previous 13F -2,431 shares

    0.56% of the 13F portfolio, value $1,886,079.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,647 shares
    Change vs previous 13F +1,238 shares

    0.52% of the 13F portfolio, value $1,667,959.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,409 shares
    Change vs previous 13F +2,108 shares

    0.6% of the 13F portfolio, value $1,756,359.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 7,301 shares
    Change vs previous 13F -473 shares

    0.67% of the 13F portfolio, value $1,934,106.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,774 shares
    Change vs previous 13F +1,388 shares

    0.68% of the 13F portfolio, value $1,842,236.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,386 shares
    Change vs previous 13F +317 shares

    0.69% of the 13F portfolio, value $1,741,386.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,069 shares
    Change vs previous 13F -213 shares

    0.71% of the 13F portfolio, value $1,628,583.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,282 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,100,307.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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