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White Knight Strategic Wealth Advisors, LLC: CRM position timeline

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

White Knight Strategic Wealth Advisors, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -820 shares

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 820 shares
    Change vs previous 13F -421 shares

    0.16% of the 13F portfolio, value $217,226.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth 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 ended2025-09-30
    13F 1,241 shares
    Change vs previous 13F -33 shares

    0.23% of the 13F portfolio, value $294,117.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth 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 ended2025-06-30
    13F 1,274 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $347,407.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth 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 ended2025-03-31
    13F 1,266 shares
    Change vs previous 13F -1,436 shares

    0.31% of the 13F portfolio, value $339,744.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth 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 ended2024-12-31
    13F 2,702 shares
    Change vs previous 13F +1,320 shares

    0.38% of the 13F portfolio, value $903,360.

    13F-HR 0001904677-25-000001 filed by White Knight Strategic Wealth 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 ended2024-09-30
    13F 1,382 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $378,267.

    13F-HR 0001904677-24-000005 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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