Skip to content
Disclosery

Traveka Wealth, LLC: CRM position timeline

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

Traveka Wealth, LLC held 1,520 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,520 shares
    Change vs previous 13F -140 shares

    0.08% of the 13F portfolio, value $238,079.

    13F-HR 0002009176-26-000003 filed by Traveka Wealth, 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 1,660 shares
    Change vs previous 13F -164 shares

    0.12% of the 13F portfolio, value $309,820.

    13F-HR 0002009176-26-000002 filed by Traveka Wealth, 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 1,824 shares
    Change vs previous 13F -98 shares

    0.2% of the 13F portfolio, value $483,122.

    13F-HR 0002009176-26-000001 filed by Traveka Wealth, 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 1,922 shares
    Change vs previous 13F -99 shares

    0.2% of the 13F portfolio, value $455,448.

    13F-HR 0002009176-25-000010 filed by Traveka Wealth, 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 2,021 shares
    Change vs previous 13F +114 shares

    0.29% of the 13F portfolio, value $551,030.

    13F-HR 0002009176-25-000004 filed by Traveka Wealth, 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 1,907 shares
    Change vs previous 13F -390 shares

    0.29% of the 13F portfolio, value $511,687.

    13F-HR 0002009176-25-000003 filed by Traveka Wealth, 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 2,297 shares
    Change vs previous 13F +301 shares

    0.42% of the 13F portfolio, value $767,862.

    13F-HR 0002009176-25-000002 filed by Traveka Wealth, 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 1,996 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $546,249.

    13F-HR 0002009176-24-000006 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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