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TOUNJIAN ADVISORY PARTNERS, LLC: CRM position timeline

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

TOUNJIAN ADVISORY PARTNERS, LLC held 158 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158 shares
    Change vs previous 13F -6,912 shares

    0.01% of the 13F portfolio, value $24,715.

    13F-HR 0002039850-26-000001 filed by TOUNJIAN ADVISORY PARTNERS, 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 7,070 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $1,319,800.

    13F-HR 0001951757-26-000575 filed by TOUNJIAN ADVISORY PARTNERS, 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 7,068 shares
    Change vs previous 13F +434 shares

    0.63% of the 13F portfolio, value $1,872,472.

    13F-HR 0001951757-26-000019 filed by TOUNJIAN ADVISORY PARTNERS, 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 6,634 shares
    Change vs previous 13F -5,242 shares

    0.53% of the 13F portfolio, value $1,572,426.

    13F-HR 0001951757-25-001392 filed by TOUNJIAN ADVISORY PARTNERS, 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 11,876 shares
    Change vs previous 13F -224 shares

    0.62% of the 13F portfolio, value $3,187,010.

    13F-HR 0001951757-25-000598 filed by TOUNJIAN ADVISORY PARTNERS, 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 12,100 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,246,862.

    13F-HR 0001951757-25-000350 filed by TOUNJIAN ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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