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SHELTON WEALTH MANAGEMENT, LLC: CRS position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 2,267 CRS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,267 shares
    Change vs previous 13F -105 shares

    0.55% of the 13F portfolio, value $1,398,376.

    13F-HR 0001725547-26-000222 filed by SHELTON 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 ended2026-03-31
    13F 2,372 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $934,924.

    13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, 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 2,415 shares
    Change vs previous 13F +190 shares

    0.33% of the 13F portfolio, value $760,339.

    13F-HR 0001725547-26-000054 filed by SHELTON 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 ended2025-09-30
    13F 2,225 shares
    Change vs previous 13F +1,291 shares

    0.25% of the 13F portfolio, value $546,327.

    13F-HR 0001725547-25-004105 filed by SHELTON 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 ended2025-06-30
    13F 934 shares
    Change vs previous 13F +934 shares

    0.13% of the 13F portfolio, value $258,139.

    13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001725547-24-005961 filed by SHELTON 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.