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Joseph Group Capital Management: CRM position timeline

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

Joseph Group Capital Management held 264 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 264 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $41,358.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 454 shares
    Change vs previous 13F -16,081 shares

    0.02% of the 13F portfolio, value $84,748.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 16,535 shares
    Change vs previous 13F +683 shares

    1.15% of the 13F portfolio, value $4,380,346.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 15,852 shares
    Change vs previous 13F +3,021 shares

    1.06% of the 13F portfolio, value $3,756,961.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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 12,831 shares
    Change vs previous 13F +2,758 shares

    1.17% of the 13F portfolio, value $3,498,910.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 10,073 shares
    Change vs previous 13F +1,268 shares

    1.03% of the 13F portfolio, value $2,703,201.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 8,805 shares
    Change vs previous 13F -891 shares

    1.16% of the 13F portfolio, value $2,943,776.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 9,696 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,653,892.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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