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Disclosery

WJ Financial Advisors LLC: CRM position timeline

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

WJ Financial Advisors LLC held 4,275 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,275 shares
    Change vs previous 13F -12 shares

    0.49% of the 13F portfolio, value $669,732.

    13F-HR 0002095682-26-000003 filed by WJ Financial 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 ended2026-03-31
    13F 4,287 shares
    Change vs previous 13F +1,300 shares

    0.65% of the 13F portfolio, value $800,260.

    13F-HR 0002095682-26-000002 filed by WJ Financial 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 ended2025-12-31
    13F 2,987 shares
    Change vs previous 13F +1 shares

    0.7% of the 13F portfolio, value $791,291.

    13F-HR 0002095682-26-000001 filed by WJ Financial 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 ended2025-09-30
    13F 2,986 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $707,683.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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