Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,013,511
-$600,046 QoQ
Shares Held
19,236
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#800
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CORRECT CAPITAL WEALTH MANAGEMENT holds $5,757,115 across 4 Software - Application names. CRM ranks #1 (52.3% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,013,511 | 19,236 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,613,557 | 19,358 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,811,789 | 14,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,210,639 | 13,547 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,572,284 | 9,433 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $910,008 | 3,391 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,088,578 | 3,256 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $867,386 | 3,169 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $758,702 | 2,951 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $312,022 | 1,036 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $275,770 | 1,048 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||