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Creekmur Asset Management LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creekmur Asset Management LLC on XYZ, newest first. How the timeline and the estimate are built.

Creekmur Asset Management LLC held 7,213 XYZ shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,213 shares
    Change vs previous 13F -3,590 shares

    0.09% of the 13F portfolio, value $521,284.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 10,803 shares
    Change vs previous 13F +3,236 shares

    0.13% of the 13F portfolio, value $733,814.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,567 shares
    Change vs previous 13F +7,485 shares

    0.09% of the 13F portfolio, value $411,088.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 82 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,969.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 82 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,505.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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