BURNS J W & CO INC/NY: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNS J W & CO INC/NY on CRM, newest first. How the timeline and the estimate are built.

BURNS J W & CO INC/NY held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -4,341 shares
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 4,341 shares
Change vs previous 13F -1,843 shares
0.13% of the 13F portfolio, value $1,150,044.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,184 shares
Change vs previous 13F -590 shares
0.17% of the 13F portfolio, value $1,465,660.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,774 shares
Change vs previous 13F -1,719 shares
0.22% of the 13F portfolio, value $1,847,251.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,493 shares
Change vs previous 13F -502 shares
0.3% of the 13F portfolio, value $2,279,219.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,995 shares
Change vs previous 13F -145 shares
0.38% of the 13F portfolio, value $3,007,334.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,140 shares
Change vs previous 13F not available
0.33% of the 13F portfolio, value $2,501,729.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).