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Sheaff Brock Investment Advisors, LLC: CRM position timeline

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

Sheaff Brock Investment Advisors, LLC held 24,866 CRM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 24,866 shares
    Change vs previous 13F +1,387 shares

    0.61% of the 13F portfolio, value $6,673,028.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 23,479 shares
    Change vs previous 13F -2,704 shares

    0.68% of the 13F portfolio, value $7,849,657.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 26,183 shares
    Change vs previous 13F +615 shares

    0.63% of the 13F portfolio, value $7,166,414.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 25,568 shares
    Change vs previous 13F +10,825 shares

    0.61% of the 13F portfolio, value $6,573,418.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 14,743 shares
    Change vs previous 13F -19,370 shares

    0.35% of the 13F portfolio, value $4,440,297.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 34,113 shares
    Change vs previous 13F +18,925 shares

    0.81% of the 13F portfolio, value $8,976,495.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 15,188 shares
    Change vs previous 13F -66 shares

    0.31% of the 13F portfolio, value $3,079,823.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 15,254 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,222,561.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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