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Meeder Advisory Services, Inc.: CRM position timeline

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

Meeder Advisory Services, Inc. held 15,318 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,318 shares
    Change vs previous 13F -997 shares

    0.05% of the 13F portfolio, value $2,399,770.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 677 shares
    • Meeder Advisory Services, Inc.: 14,641 shares

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

  2. period ended2026-03-31
    13F 16,315 shares
    Change vs previous 13F +143 shares

    0.07% of the 13F portfolio, value $3,045,449.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 465 shares
    • Meeder Advisory Services, Inc.: 15,850 shares

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

  3. period ended2025-12-31
    13F 16,172 shares
    Change vs previous 13F -1,685 shares

    0.1% of the 13F portfolio, value $4,284,127.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 362 shares
    • Meeder Advisory Services, Inc.: 15,810 shares

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

  4. period ended2025-09-30
    13F 17,857 shares
    Change vs previous 13F -1,280 shares

    0.11% of the 13F portfolio, value $4,232,185.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 2,205 shares
    • Meeder Advisory Services, Inc.: 15,652 shares

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

  5. period ended2025-06-30
    13F 19,137 shares
    Change vs previous 13F -737 shares

    0.15% of the 13F portfolio, value $5,218,484.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 2,012 shares
    • Meeder Advisory Services, Inc.: 17,125 shares

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

  6. period ended2025-03-31
    13F 19,874 shares
    Change vs previous 13F +756 shares

    0.17% of the 13F portfolio, value $5,333,333.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 2,054 shares
    • Meeder Advisory Services, Inc.: 17,820 shares

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

  7. period ended2024-12-31
    13F 19,118 shares
    Change vs previous 13F +2,517 shares

    0.21% of the 13F portfolio, value $6,391,627.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,951 shares
    • Meeder Advisory Services, Inc.: 17,167 shares

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

  8. period ended2024-09-30
    13F 16,601 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,543,982.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 666 shares
    • Meeder Advisory Services, Inc.: 15,935 shares

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