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TRUE Private Wealth Advisors: CRM position timeline

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

TRUE Private Wealth Advisors held 5,717 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,717 shares
    Change vs previous 13F -241 shares

    0.08% of the 13F portfolio, value $895,612.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 5,958 shares
    Change vs previous 13F -69 shares

    0.11% of the 13F portfolio, value $1,112,252.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 6,027 shares
    Change vs previous 13F +19 shares

    0.16% of the 13F portfolio, value $1,596,621.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 6,008 shares
    Change vs previous 13F -22 shares

    0.15% of the 13F portfolio, value $1,423,981.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 6,030 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $1,644,393.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 6,023 shares
    Change vs previous 13F +158 shares

    0.2% of the 13F portfolio, value $1,616,233.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 5,865 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $1,960,898.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 5,864 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,605,205.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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