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Procyon Advisors, LLC: CRM position timeline

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

Procyon Advisors, LLC held 6,733 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,733 shares
    Change vs previous 13F -842 shares

    0.05% of the 13F portfolio, value $1,054,836.

    13F-HR 0001951757-26-000939 filed by Procyon 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 ended2026-03-31
    13F 7,575 shares
    Change vs previous 13F +167 shares

    0.07% of the 13F portfolio, value $1,414,074.

    13F-HR 0001951757-26-000765 filed by Procyon 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 ended2025-12-31
    13F 7,408 shares
    Change vs previous 13F -493 shares

    0.1% of the 13F portfolio, value $1,962,379.

    13F-HR 0001951757-26-000027 filed by Procyon 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 ended2025-09-30
    13F 7,901 shares
    Change vs previous 13F -1,015 shares

    0.11% of the 13F portfolio, value $1,872,442.

    13F-HR 0001951757-25-001218 filed by Procyon 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 ended2025-06-30
    13F 8,916 shares
    Change vs previous 13F -25,811 shares

    0.23% of the 13F portfolio, value $2,431,292.

    13F-HR 0001951757-25-000600 filed by Procyon 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 ended2025-03-31
    13F 34,727 shares
    Change vs previous 13F +2,610 shares

    0.57% of the 13F portfolio, value $9,319,469.

    13F-HR 0001951757-25-000320 filed by Procyon 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 ended2024-12-31
    13F 32,117 shares
    Change vs previous 13F +1,252 shares

    0.69% of the 13F portfolio, value $10,737,817.

    13F-HR 0001951757-25-000036 filed by Procyon 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 ended2024-09-30
    13F 30,865 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,450,093.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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