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Disclosery

SYNTAX ADVISORS, LLC: CRM position timeline

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

SYNTAX ADVISORS, LLC held 1,459 CRM shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 1,459 shares
    Change vs previous 13F -57 shares

    0.26% of the 13F portfolio, value $295,856.

    13F-HR 0001999371-23-000132 filed by SYNTAX 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 ended2023-06-30
    13F 1,516 shares
    Change vs previous 13F -448 shares

    0.26% of the 13F portfolio, value $320,270.

    13F-HR 0001398344-23-014768 filed by SYNTAX 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 ended2023-03-31
    13F 1,964 shares
    Change vs previous 13F -652 shares

    0.3% of the 13F portfolio, value $392,368.

    13F-HR 0001398344-23-009718 filed by SYNTAX 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 ended2022-12-31
    13F 2,616 shares
    Change vs previous 13F +373 shares

    0.29% of the 13F portfolio, value $346,855.

    13F-HR 0001398344-23-003403 filed by SYNTAX 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 ended2022-09-30
    13F 2,243 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $323,000.

    13F-HR 0001398344-22-022030 filed by SYNTAX ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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