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Resonant Capital Advisors, LLC: CRM position timeline

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

Resonant Capital Advisors, LLC held 23,373 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,373 shares
    Change vs previous 13F +10,194 shares

    0.18% of the 13F portfolio, value $3,668,736.

    13F-HR 0002085853-26-000857 filed by Resonant Capital 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 13,179 shares
    Change vs previous 13F +1,611 shares

    0.13% of the 13F portfolio, value $2,460,124.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 11,568 shares
    Change vs previous 13F +1,030 shares

    0.17% of the 13F portfolio, value $3,068,924.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 10,538 shares
    Change vs previous 13F +1,040 shares

    0.15% of the 13F portfolio, value $2,501,278.

    13F-HR 0002085853-25-000183 filed by Resonant Capital 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 9,498 shares
    Change vs previous 13F +970 shares

    0.17% of the 13F portfolio, value $2,593,535.

    13F-HR 0001667731-25-001034 filed by Resonant Capital 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 8,528 shares
    Change vs previous 13F +569 shares

    0.16% of the 13F portfolio, value $2,288,574.

    13F-HR 0001667731-25-000543 filed by Resonant Capital 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 7,959 shares
    Change vs previous 13F +758 shares

    0.19% of the 13F portfolio, value $2,664,090.

    13F-HR 0001667731-25-000129 filed by Resonant Capital 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 7,201 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,973,078.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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