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McGlone Suttner Wealth Management, Inc.: CRM position timeline

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

McGlone Suttner Wealth Management, Inc. held 2,695 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,695 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $618,585.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,696 shares
    Change vs previous 13F +52 shares

    0.05% of the 13F portfolio, value $422,317.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,644 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $493,542.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,643 shares
    Change vs previous 13F -141 shares

    0.09% of the 13F portfolio, value $700,267.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,784 shares
    Change vs previous 13F -166 shares

    0.09% of the 13F portfolio, value $659,858.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,950 shares
    Change vs previous 13F -103 shares

    0.12% of the 13F portfolio, value $804,458.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,053 shares
    Change vs previous 13F +237 shares

    0.13% of the 13F portfolio, value $819,235.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,816 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $941,493.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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