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Provenance Wealth Advisors, LLC: CRM position timeline

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

Provenance Wealth Advisors, LLC held 3 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $470.

    13F-HR 0002081584-26-000004 filed by Provenance Wealth 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 106 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $19,787.

    13F-HR 0002081584-26-000003 filed by Provenance Wealth 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 198 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $52,452.

    13F-HR 0002081584-26-000001 filed by Provenance Wealth 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 217 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $51,429.

    13F-HR 0002081584-25-000010 filed by Provenance Wealth 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 388 shares
    Change vs previous 13F +247 shares

    0.02% of the 13F portfolio, value $105,804.

    13F-HR 0001932363-25-000002 filed by Provenance Wealth 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 141 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $37,839.

    13F-HR 0002081584-25-000007 filed by Provenance Wealth 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 25 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,358.

    13F-HR 0002081584-25-000006 filed by Provenance Wealth 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 25 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,843.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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