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Disclosery

J.Safra Asset Management Corp: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on CRM, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 1,072 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,072 shares
    Change vs previous 13F -1,121 shares

    0.01% of the 13F portfolio, value $167,902.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 2,193 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $409,406.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 2,150 shares
    Change vs previous 13F +1,117 shares

    0.03% of the 13F portfolio, value $569,535.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 1,033 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $244,863.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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/A 1,002 shares
    Change vs previous 13F -169 shares

    0.02% of the 13F portfolio, value $273,139.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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 1,171 shares
    Change vs previous 13F +1,171 shares

    0.03% of the 13F portfolio, value $314,250.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    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.