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Parkside Advisors LLC: CRM position timeline

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

Parkside Advisors LLC held 2,299 CRM shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $627,871.

    13F-HR 0001062993-25-012648 filed by Parkside 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 ended2025-03-31
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $616,960.

    13F-HR 0001062993-25-007259 filed by Parkside 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 ended2024-12-31
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $769,544.

    13F-HR 0001062993-25-000714 filed by Parkside 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 ended2024-09-30
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $630,179.

    13F-HR 0001062993-24-017478 filed by Parkside 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 ended2024-06-30
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $591,073.

    13F-HR 0001062993-24-013585 filed by Parkside 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 ended2024-03-31
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $693,332.

    13F-HR 0001062993-24-008278 filed by Parkside 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 ended2023-12-31
    13F 2,299 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $604,959.

    13F-HR 0001062993-24-000616 filed by Parkside 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 ended2023-09-30
    13F 2,299 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $466,191.

    13F-HR 0001062993-23-019154 filed by Parkside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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