Nicholas Hoffman & Company, LLC.: CRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholas Hoffman & Company, LLC. on CRM, newest first. How the timeline and the estimate are built.
Nicholas Hoffman & Company, LLC. held 3,060 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 3,060 sharesChange vs previous 13F -274 shares
0.01% of the 13F portfolio, value $479,349.
13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,334 sharesChange vs previous 13F -170 shares
0.01% of the 13F portfolio, value $622,439.
13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,504 sharesChange vs previous 13F +5 shares
0.02% of the 13F portfolio, value $928,241.
13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,499 sharesChange vs previous 13F +40 shares
0.02% of the 13F portfolio, value $829,145.
13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,459 sharesChange vs previous 13F +577 shares
0.02% of the 13F portfolio, value $943,252.
13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,882 sharesChange vs previous 13F +996 shares
0.03% of the 13F portfolio, value $773,311.
13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,886 sharesChange vs previous 13F +321 shares
0.03% of the 13F portfolio, value $630,636.
13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 1,565 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $428,323.
13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).