VALICENTI ADVISORY SERVICES INC: CRM position timeline

VALICENTI ADVISORY SERVICES INC held 11,040 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,040 shares

   Change vs previous 13F -148 shares

   0.33% of the 13F portfolio, value $1,730,000.

   13F-HR 0001080201-26-000004 filed by VALICENTI ADVISORY SERVICES INC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,188 shares

   Change vs previous 13F -164 shares

   0.45% of the 13F portfolio, value $2,088,000.

   13F-HR 0001080201-26-000002 filed by VALICENTI ADVISORY SERVICES INC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,352 shares

   Change vs previous 13F -200 shares

   0.63% of the 13F portfolio, value $3,007,000.

   13F-HR 0001080201-26-000001 filed by VALICENTI ADVISORY SERVICES INC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,552 shares

   Change vs previous 13F +418 shares

   0.59% of the 13F portfolio, value $2,738,000.

   13F-HR 0001080201-25-000006 filed by VALICENTI ADVISORY SERVICES INC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,134 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $3,036,000.

   13F-HR 0001080201-25-000004 filed by VALICENTI ADVISORY SERVICES INC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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