Position in CRM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$22,587
+$5,103 QoQ
Shares Held
121
+83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Financial Connections Group, Inc. holds $161,529 across 4 Software - Application names. CRM ranks #3 (14.0% of the industry book) .
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,587 | 121 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,484 | 66 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $62,331 | 263 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $126,255 | 463 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $70,578 | 263 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $87,928 | 263 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $103,188 | 377 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $106,953 | 416 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $125,290 | 416 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $109,466 | 416 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $84,356 | 416 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $87,884 | 416 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $83,108 | 416 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $55,157 | 416 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $59,837 | 416 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $92,587 | 561 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $88,325 | 416 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $105,718 | 416 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||