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Disclosery

Americana Partners, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Americana Partners, LLC on CRM, newest first. How the timeline and the estimate are built.

Americana Partners, LLC held 6,195 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,195 shares
    Change vs previous 13F +1,296 shares

    0.02% of the 13F portfolio, value $970,514.

    13F-HR 0001172661-26-003084 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,899 shares
    Change vs previous 13F +4,899 shares

    0.02% of the 13F portfolio, value $914,503.

    13F-HR 0001172661-26-001697 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,031 shares

    13F-HR 0001172661-26-000527 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 5,031 shares
    Change vs previous 13F +1,606 shares

    0.04% of the 13F portfolio, value $1,192,347.

    13F-HR 0001172661-25-004484 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,425 shares
    Change vs previous 13F -14,516 shares

    0.03% of the 13F portfolio, value $933,963.

    13F-HR 0001172661-25-002955 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,941 shares
    Change vs previous 13F +14,303 shares

    0.19% of the 13F portfolio, value $4,814,647.

    13F-HR 0001172661-25-001686 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,638 shares
    Change vs previous 13F +422 shares

    0.05% of the 13F portfolio, value $1,216,293.

    13F-HR 0001172661-25-000439 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,216 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $880,264.

    13F-HR 0001172661-24-004380 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).