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KDT Advisors, LLC: CRM position timeline

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

KDT Advisors, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -838 shares

    13F-HR 0001172661-26-002195 filed by KDT Advisors, LLC
    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.

  2. period ended2025-12-31
    13F 838 shares
    Change vs previous 13F +838 shares

    0.31% of the 13F portfolio, value $221,995.

    13F-HR 0001172661-26-000513 filed by KDT 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 ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -1,117 shares

    13F-HR/A 0001172661-25-005199 filed by KDT Advisors, LLC
    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.

  4. period ended2025-06-30
    13F 1,117 shares
    Change vs previous 13F +150 shares

    0.49% of the 13F portfolio, value $304,595.

    13F-HR 0001172661-25-002888 filed by KDT 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 ended2025-03-31
    13F 967 shares
    Change vs previous 13F +38 shares

    0.38% of the 13F portfolio, value $259,504.

    13F-HR 0001172661-25-001978 filed by KDT 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 ended2024-12-31
    13F 929 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $310,593.

    13F-HR 0001172661-25-001080 filed by KDT Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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