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Wealthstreet Investment Advisors, LLC: CRM position timeline

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

Wealthstreet Investment Advisors, LLC held 290 CRM shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 290 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $62,000.

    13F-HR 0001580642-22-002227 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 290 shares
    Change vs previous 13F 0 shares

    1.83% of the 13F portfolio, value $74,000.

    13F-HR 0001580642-22-000280 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 290 shares
    Change vs previous 13F -1,050 shares

    2.18% of the 13F portfolio, value $79,000.

    13F-HR 0001580642-21-005151 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 1,340 shares
    Change vs previous 13F -16,827 shares

    1.7% of the 13F portfolio, value $327,000.

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 18,167 shares
    Change vs previous 13F +102 shares

    0.38% of the 13F portfolio, value $3,849,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 18,065 shares
    Change vs previous 13F +5,085 shares

    0.41% of the 13F portfolio, value $4,020,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 12,980 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $3,263,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 12,980 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,431,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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