Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$422,355
-$71,200 QoQ
Shares Held
2,696
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,655
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026McGlone Suttner Wealth Management, Inc. holds $1,123,175 across 3 Software - Application names. CRM ranks #2 (37.6% of the industry book) .
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,355 | 2,696 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $493,555 | 2,644 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $700,157 | 2,643 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $659,808 | 2,784 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $804,435 | 2,950 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $819,303 | 3,053 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $941,473 | 2,816 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $621,595 | 2,271 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $680,029 | 2,645 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $860,170 | 2,856 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $696,005 | 2,645 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $643,826 | 3,175 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $669,271 | 3,168 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $612,525 | 3,066 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $404,134 | 3,048 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||