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DAVENPORT & Co LLC: CRM position timeline

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

DAVENPORT & Co LLC held 9,713 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,713 shares
    Change vs previous 13F -999 shares

    0.01% of the 13F portfolio, value $2,229,870.

    13F-HR 0000887777-26-000029 filed by DAVENPORT & Co LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,712 shares
    Change vs previous 13F -13,508 shares

    0.01% of the 13F portfolio, value $1,678,204.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,220 shares
    Change vs previous 13F -7,299 shares

    0.03% of the 13F portfolio, value $4,520,583.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,519 shares
    Change vs previous 13F -2,878 shares

    0.05% of the 13F portfolio, value $8,350,156.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,397 shares
    Change vs previous 13F +8,858 shares

    0.04% of the 13F portfolio, value $8,159,617.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,539 shares
    Change vs previous 13F +6,740 shares

    0.04% of the 13F portfolio, value $6,964,414.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,799 shares
    Change vs previous 13F +12,120 shares

    0.03% of the 13F portfolio, value $5,045,301.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,232,859.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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