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EVERPAR ADVISORS LLC: CRM position timeline

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

EVERPAR ADVISORS LLC held 2,221 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,221 shares
    Change vs previous 13F -1,221 shares

    0.1% of the 13F portfolio, value $347,942.

    13F-HR 0001951757-26-000936 filed by EVERPAR ADVISORS 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 3,442 shares
    Change vs previous 13F +914 shares

    0.22% of the 13F portfolio, value $642,518.

    13F-HR 0001951757-26-000658 filed by EVERPAR ADVISORS 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 2,528 shares
    Change vs previous 13F +568 shares

    0.25% of the 13F portfolio, value $669,692.

    13F-HR 0001951757-26-000020 filed by EVERPAR ADVISORS 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 1,960 shares
    Change vs previous 13F +167 shares

    0.18% of the 13F portfolio, value $464,520.

    13F-HR 0001951757-25-001165 filed by EVERPAR ADVISORS 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 1,793 shares
    Change vs previous 13F -197 shares

    0.22% of the 13F portfolio, value $488,933.

    13F-HR 0001951757-25-000581 filed by EVERPAR ADVISORS 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 1,990 shares
    Change vs previous 13F +33 shares

    0.28% of the 13F portfolio, value $534,036.

    13F-HR 0001951757-25-000377 filed by EVERPAR ADVISORS 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 1,957 shares
    Change vs previous 13F +205 shares

    0.33% of the 13F portfolio, value $654,284.

    13F-HR 0001951757-25-000033 filed by EVERPAR ADVISORS 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 1,752 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $479,540.

    13F-HR 0001951757-24-000980 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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