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Mutual Advisors, LLC: CRM position timeline

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

Mutual Advisors, LLC held 11,346 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,346 shares
    Change vs previous 13F -4,350 shares

    0.03% of the 13F portfolio, value $1,777,460.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 15,696 shares
    Change vs previous 13F +4,290 shares

    0.06% of the 13F portfolio, value $2,930,032.

    13F-HR 0001986152-26-000054 filed by Mutual 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 ended2025-12-31
    13F 11,406 shares
    Change vs previous 13F -1,067 shares

    0.06% of the 13F portfolio, value $3,021,598.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 12,473 shares
    Change vs previous 13F -1,156 shares

    0.07% of the 13F portfolio, value $3,181,209.

    13F-HR 0001986152-25-000100 filed by Mutual 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 ended2025-06-30
    13F 13,629 shares
    Change vs previous 13F +1,679 shares

    0.09% of the 13F portfolio, value $3,667,831.

    13F-HR 0001986152-25-000050 filed by Mutual 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 ended2025-03-31
    13F 11,950 shares
    Change vs previous 13F +1,200 shares

    0.09% of the 13F portfolio, value $3,200,834.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 10,750 shares
    Change vs previous 13F -606 shares

    0.1% of the 13F portfolio, value $3,440,059.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 11,356 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,256,575.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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