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Disclosery

Winch Advisory Services, LLC: CRM position timeline

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

Winch Advisory Services, LLC held 12,969 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,969 shares
    Change vs previous 13F +495 shares

    0.42% of the 13F portfolio, value $2,031,778.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 12,474 shares
    Change vs previous 13F +103 shares

    0.53% of the 13F portfolio, value $2,328,454.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 12,371 shares
    Change vs previous 13F -521 shares

    0.72% of the 13F portfolio, value $3,277,160.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 12,892 shares
    Change vs previous 13F -9 shares

    0.69% of the 13F portfolio, value $3,055,353.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 12,901 shares
    Change vs previous 13F -167 shares

    0.86% of the 13F portfolio, value $3,517,876.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 13,068 shares
    Change vs previous 13F +98 shares

    0.93% of the 13F portfolio, value $3,506,849.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 12,970 shares
    Change vs previous 13F +163 shares

    1.13% of the 13F portfolio, value $4,336,201.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 12,807 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,505,456.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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