Red Door Wealth Management, LLC: CRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Red Door Wealth Management, LLC on CRM, newest first. How the timeline and the estimate are built.
Red Door Wealth Management, LLC held 25,986 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 25,986 sharesChange vs previous 13F +727 shares
0.37% of the 13F portfolio, value $4,071,043.
13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,259 sharesChange vs previous 13F -358 shares
0.49% of the 13F portfolio, value $4,715,086.
13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,617 sharesChange vs previous 13F -716 shares
0.71% of the 13F portfolio, value $6,786,094.
13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,333 sharesChange vs previous 13F +1,606 shares
0.66% of the 13F portfolio, value $6,240,946.
13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,727 sharesChange vs previous 13F +2,421 shares
0.8% of the 13F portfolio, value $6,742,740.
13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,306 sharesChange vs previous 13F +1,626 shares
0.89% of the 13F portfolio, value $5,986,011.
13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,680 sharesChange vs previous 13F +1,451 shares
1.06% of the 13F portfolio, value $6,913,883.
13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,229 sharesChange vs previous 13F not available
0.88% of the 13F portfolio, value $5,263,098.
13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).