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PUFF WEALTH MANAGEMENT, LLC: CRM position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 868 CRM shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 868 shares
    Change vs previous 13F +868 shares

    0.28% of the 13F portfolio, value $220,142.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -859 shares

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH 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.

  3. period ended2025-06-30
    13F 859 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $234,241.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH 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 ended2025-03-31
    13F 845 shares
    Change vs previous 13F -19 shares

    0.4% of the 13F portfolio, value $226,765.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH 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 ended2024-12-31
    13F 864 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $288,861.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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