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Disclosery

Mainsail Financial Group, LLC: CRM position timeline

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

Mainsail Financial Group, LLC held 7,874 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,874 shares
    Change vs previous 13F +1,107 shares

    0.42% of the 13F portfolio, value $1,233,564.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, 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 6,767 shares
    Change vs previous 13F +3,129 shares

    0.53% of the 13F portfolio, value $1,263,214.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, 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 3,638 shares
    Change vs previous 13F +382 shares

    0.4% of the 13F portfolio, value $963,795.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, 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 3,256 shares
    Change vs previous 13F +497 shares

    0.33% of the 13F portfolio, value $771,700.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, 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 2,759 shares
    Change vs previous 13F +435 shares

    0.33% of the 13F portfolio, value $710,693.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, 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 2,324 shares
    Change vs previous 13F +830 shares

    0.35% of the 13F portfolio, value $623,669.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial Group, 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 1,494 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $499,489.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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