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GUERRA PAN ADVISORS, LLC: CRM position timeline

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

GUERRA PAN ADVISORS, LLC held 5,172 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,172 shares
    Change vs previous 13F -482 shares

    0.45% of the 13F portfolio, value $810,246.

    13F-HR 0001951757-26-001254 filed by GUERRA PAN 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 5,654 shares
    Change vs previous 13F -25 shares

    0.65% of the 13F portfolio, value $1,055,432.

    13F-HR 0001951757-26-000824 filed by GUERRA PAN 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 5,679 shares
    Change vs previous 13F -99 shares

    0.89% of the 13F portfolio, value $1,504,424.

    13F-HR 0001951757-26-000055 filed by GUERRA PAN 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 5,778 shares
    Change vs previous 13F -71 shares

    0.83% of the 13F portfolio, value $1,369,386.

    13F-HR 0001951757-25-001388 filed by GUERRA PAN 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 5,849 shares
    Change vs previous 13F +400 shares

    1.05% of the 13F portfolio, value $1,594,964.

    13F-HR 0001951757-25-001061 filed by GUERRA PAN 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 5,449 shares
    Change vs previous 13F -4 shares

    1.15% of the 13F portfolio, value $1,462,294.

    13F-HR 0001951757-25-000463 filed by GUERRA PAN 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 5,453 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $1,823,101.

    13F-HR 0001951757-25-000081 filed by GUERRA PAN 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 5,453 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,492,541.

    13F-HR 0001951757-24-001155 filed by GUERRA PAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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