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Disclosery

Maia Wealth LLC: CRM position timeline

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

Maia Wealth LLC held 5,157 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,157 shares
    Change vs previous 13F -14,287 shares

    0.12% of the 13F portfolio, value $807,844.

    13F-HR 0002010858-26-000005 filed by Maia Wealth LLC
    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 19,444 shares
    Change vs previous 13F +3,838 shares

    0.61% of the 13F portfolio, value $3,629,556.

    13F-HR 0002010858-26-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,606 shares
    Change vs previous 13F +2,226 shares

    0.49% of the 13F portfolio, value $2,893,770.

    13F-HR 0002010858-26-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,380 shares
    Change vs previous 13F +3,601 shares

    0.54% of the 13F portfolio, value $3,234,062.

    13F-HR 0002010858-25-000006 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,779 shares
    Change vs previous 13F +2,580 shares

    0.51% of the 13F portfolio, value $2,666,745.

    13F-HR 0002010858-25-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,199 shares
    Change vs previous 13F +487 shares

    0.42% of the 13F portfolio, value $1,832,600.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    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 6,712 shares
    Change vs previous 13F +1,265 shares

    0.5% of the 13F portfolio, value $2,329,828.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,447 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,561,951.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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