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Wealth Advisors of Tampa Bay, LLC: CRM position timeline

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

Wealth Advisors of Tampa Bay, LLC held 15,315 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,315 shares
    Change vs previous 13F +59 shares

    0.73% of the 13F portfolio, value $2,399,255.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, 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 15,256 shares
    Change vs previous 13F +400 shares

    0.94% of the 13F portfolio, value $2,847,838.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, 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 14,856 shares
    Change vs previous 13F -925 shares

    1.36% of the 13F portfolio, value $3,935,505.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, 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 15,781 shares
    Change vs previous 13F +130 shares

    1.25% of the 13F portfolio, value $3,740,097.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, 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 15,651 shares
    Change vs previous 13F +200 shares

    1.61% of the 13F portfolio, value $4,267,874.

    13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, 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 15,451 shares
    Change vs previous 13F +450 shares

    1.69% of the 13F portfolio, value $4,146,431.

    13F-HR 0001715228-25-000002 filed by Wealth Advisors of Tampa Bay, 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 15,001 shares
    Change vs previous 13F -3,053 shares

    2.15% of the 13F portfolio, value $5,015,286.

    13F-HR 0001715228-25-000001 filed by Wealth Advisors of Tampa Bay, 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 18,054 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,941,565.

    13F-HR 0001085146-24-005328 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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