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BRADY FAMILY WEALTH, LLC: CRM position timeline

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

BRADY FAMILY WEALTH, LLC held 0 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,369 shares

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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.

  2. period ended2026-03-31
    13F 2,369 shares
    Change vs previous 13F -11,897 shares

    0.14% of the 13F portfolio, value $442,138.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 14,266 shares
    Change vs previous 13F -258 shares

    1.17% of the 13F portfolio, value $3,779,151.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,524 shares
    Change vs previous 13F -2,644 shares

    1.07% of the 13F portfolio, value $3,442,207.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY WEALTH, 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 17,168 shares
    Change vs previous 13F -49 shares

    1.45% of the 13F portfolio, value $4,681,600.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY WEALTH, 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 17,217 shares
    Change vs previous 13F -359 shares

    1.48% of the 13F portfolio, value $4,620,356.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY WEALTH, 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 17,576 shares
    Change vs previous 13F -703 shares

    1.8% of the 13F portfolio, value $5,876,084.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 18,279 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,003,243.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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