Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$93,369
-$15,832 QoQ
Shares Held
596
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,144
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, 2026Financial Life Planners holds $191,663 across 4 Software - Application names. CRM ranks #1 (48.7% 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 | $93,369 | 596 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $109,201 | 585 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $454,850 | 1,717 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $434,184 | 1,832 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $505,567 | 1,854 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $510,420 | 1,902 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $637,232 | 1,906 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||