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Wisconsin Wealth Advisors, LLC: CRM position timeline

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

Wisconsin Wealth Advisors, LLC held 3,028 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,028 shares
    Change vs previous 13F +91 shares

    0.58% of the 13F portfolio, value $695,133.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,937 shares
    Change vs previous 13F +980 shares

    0.39% of the 13F portfolio, value $460,166.

    13F-HR 0001754960-26-000406 filed by Wisconsin 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 ended2026-03-31
    13F 1,957 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $365,391.

    13F-HR 0001754960-26-000209 filed by Wisconsin 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 ended2025-12-31
    13F 1,956 shares
    Change vs previous 13F -12 shares

    0.51% of the 13F portfolio, value $518,213.

    13F-HR 0001754960-26-000010 filed by Wisconsin 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 ended2025-09-30
    13F 1,968 shares
    Change vs previous 13F -6 shares

    0.44% of the 13F portfolio, value $466,494.

    13F-HR 0001754960-25-000633 filed by Wisconsin 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 ended2025-06-30
    13F 1,974 shares
    Change vs previous 13F +140 shares

    0.62% of the 13F portfolio, value $538,394.

    13F-HR 0001754960-25-000571 filed by Wisconsin 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 ended2025-03-31
    13F 1,834 shares
    Change vs previous 13F -19 shares

    0.71% of the 13F portfolio, value $492,250.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth 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 ended2024-12-31
    13F 1,853 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $619,409.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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