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Processus Wealth & Capital Management, LLC: CRM position timeline

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

Processus Wealth & Capital Management, LLC held 0 CRM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -5,969 shares

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,969 shares
    Change vs previous 13F -1,987 shares

    0.76% of the 13F portfolio, value $1,114,172.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital Management, 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 7,956 shares
    Change vs previous 13F -909 shares

    1.39% of the 13F portfolio, value $2,107,492.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital Management, 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 8,865 shares
    Change vs previous 13F -1,025 shares

    1.51% of the 13F portfolio, value $2,101,078.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, 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 9,890 shares
    Change vs previous 13F +565 shares

    2.13% of the 13F portfolio, value $2,696,943.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, 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 9,325 shares
    Change vs previous 13F +64 shares

    2.13% of the 13F portfolio, value $2,502,457.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, 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 9,261 shares
    Change vs previous 13F -639 shares

    2.47% of the 13F portfolio, value $3,096,356.

    13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, 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 9,900 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,709,798.

    13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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