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Disclosery

MOTIVE WEALTH ADVISORS: CRM position timeline

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

MOTIVE WEALTH ADVISORS held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,153 shares

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 1,153 shares
    Change vs previous 13F +198 shares

    0.13% of the 13F portfolio, value $305,441.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 955 shares
    Change vs previous 13F -93 shares

    0.1% of the 13F portfolio, value $226,335.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,048 shares
    Change vs previous 13F +89 shares

    0.13% of the 13F portfolio, value $285,779.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 959 shares
    Change vs previous 13F -109 shares

    0.14% of the 13F portfolio, value $257,357.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 1,068 shares
    Change vs previous 13F +212 shares

    0.19% of the 13F portfolio, value $357,064.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 856 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $220,078.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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