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Northeast Financial Consultants Inc: CRM position timeline

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

Northeast Financial Consultants Inc held 12,590 CRM shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,590 shares
    Change vs previous 13F -1,390 shares

    0.14% of the 13F portfolio, value $3,433,239.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 13,980 shares
    Change vs previous 13F -2,223 shares

    0.17% of the 13F portfolio, value $3,751,685.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 16,203 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $5,417,212.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,202 shares
    Change vs previous 13F -426 shares

    0.19% of the 13F portfolio, value $4,434,713.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 16,628 shares
    Change vs previous 13F +2,055 shares

    0.2% of the 13F portfolio, value $4,275,105.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 14,573 shares
    Change vs previous 13F +152 shares

    0.22% of the 13F portfolio, value $4,389,097.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,421 shares
    Change vs previous 13F +166 shares

    0.21% of the 13F portfolio, value $3,794,742.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 14,255 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,890,629.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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