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J. W. Coons Advisors, LLC: CRM position timeline

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

J. W. Coons Advisors, LLC held 2,078 CRM shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,078 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $566,650.

    13F-HR 0001765380-25-000287 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,878 shares
    Change vs previous 13F +255 shares

    0.13% of the 13F portfolio, value $503,996.

    13F-HR 0001765380-25-000170 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,623 shares
    Change vs previous 13F -105 shares

    0.14% of the 13F portfolio, value $542,633.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,728 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $472,979.

    13F-HR 0001765380-24-000409 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,702 shares
    Change vs previous 13F +421 shares

    0.11% of the 13F portfolio, value $437,588.

    13F-HR 0001765380-24-000246 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,281 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $385,812.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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