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Trivant Custom Portfolio Group, LLC: CRM position timeline

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

Trivant Custom Portfolio Group, LLC held 5,859 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,859 shares
    Change vs previous 13F +65 shares

    0.49% of the 13F portfolio, value $917,871.

    13F-HR 0001977992-26-000003 filed by Trivant Custom Portfolio Group, 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 5,794 shares
    Change vs previous 13F +11 shares

    0.59% of the 13F portfolio, value $1,081,566.

    13F-HR 0001977992-26-000002 filed by Trivant Custom Portfolio Group, 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 5,783 shares
    Change vs previous 13F +4 shares

    0.88% of the 13F portfolio, value $1,531,975.

    13F-HR 0001977992-26-000001 filed by Trivant Custom Portfolio Group, 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 5,779 shares
    Change vs previous 13F -8 shares

    0.7% of the 13F portfolio, value $1,369,623.

    13F-HR 0001977992-25-000015 filed by Trivant Custom Portfolio Group, 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 5,787 shares
    Change vs previous 13F -42 shares

    0.87% of the 13F portfolio, value $1,578,057.

    13F-HR 0001977992-25-000003 filed by Trivant Custom Portfolio Group, 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 5,829 shares
    Change vs previous 13F -152 shares

    0.9% of the 13F portfolio, value $1,564,267.

    13F-HR 0001977992-25-000002 filed by Trivant Custom Portfolio Group, 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 5,981 shares
    Change vs previous 13F -103 shares

    1.17% of the 13F portfolio, value $1,999,628.

    13F-HR 0001977992-25-000001 filed by Trivant Custom Portfolio Group, 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 6,084 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,665,252.

    13F-HR 0001977992-24-000005 filed by Trivant Custom Portfolio Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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