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Oxler Private Wealth LLC: CRM position timeline

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

Oxler Private Wealth LLC held 3,289 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,289 shares
    Change vs previous 13F -296 shares

    0.15% of the 13F portfolio, value $515,281.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 3,585 shares
    Change vs previous 13F -11 shares

    0.21% of the 13F portfolio, value $669,140.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 3,596 shares
    Change vs previous 13F +6 shares

    0.28% of the 13F portfolio, value $952,677.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 3,590 shares
    Change vs previous 13F -27 shares

    0.25% of the 13F portfolio, value $850,892.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 3,617 shares
    Change vs previous 13F -56 shares

    0.31% of the 13F portfolio, value $986,334.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth 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 3,673 shares
    Change vs previous 13F -1,801 shares

    0.35% of the 13F portfolio, value $985,768.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth 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 5,474 shares
    Change vs previous 13F +5 shares

    0.6% of the 13F portfolio, value $1,830,217.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth 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 5,469 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,496,837.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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