Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,987
-$10,534 QoQ
Shares Held
351
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,194
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $144,459 across 4 Software - Application names. CRM ranks #1 (38.1% of the industry book) .
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,987 | 351 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $65,521 | 351 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,983 | 351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,187 | 351 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,714 | 351 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $94,194 | 351 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $117,349 | 351 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||