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New Age Alpha Advisors, LLC: CRM position timeline

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

New Age Alpha Advisors, LLC held 45,505 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,505 shares
    Change vs previous 13F +16,071 shares

    0.3% of the 13F portfolio, value $7,128,813.

    13F-HR 0001764807-26-000009 filed by New Age Alpha 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 29,434 shares
    Change vs previous 13F -523 shares

    0.26% of the 13F portfolio, value $5,494,445.

    13F-HR 0001764807-26-000005 filed by New Age Alpha 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 29,957 shares
    Change vs previous 13F -20,963 shares

    0.34% of the 13F portfolio, value $7,935,909.

    13F-HR 0001764807-26-000002 filed by New Age Alpha 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 50,920 shares
    Change vs previous 13F +8,503 shares

    0.51% of the 13F portfolio, value $12,068,040.

    13F-HR 0001764807-25-000004 filed by New Age Alpha 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 42,417 shares
    Change vs previous 13F +7,678 shares

    0.51% of the 13F portfolio, value $11,566,692.

    13F-HR 0001855205-25-000042 filed by New Age Alpha 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 34,739 shares
    Change vs previous 13F +24,540 shares

    0.42% of the 13F portfolio, value $9,322,558.

    13F-HR 0001855205-25-000022 filed by New Age Alpha 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/A 10,199 shares
    Change vs previous 13F +10,164 shares

    0.14% of the 13F portfolio, value $3,409,831.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha 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 35 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,580.

    13F-HR 0001855205-24-000056 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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