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IPG Investment Advisors LLC: CRM position timeline

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

IPG Investment Advisors LLC held 13,059 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 13,059 shares
    Change vs previous 13F -2,025 shares

    0.29% of the 13F portfolio, value $2,052,449.

    13F-HR 0001602237-26-000006 filed by IPG Investment 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 15,084 shares
    Change vs previous 13F +2,687 shares

    0.48% of the 13F portfolio, value $2,815,730.

    13F-HR 0001602237-26-000004 filed by IPG Investment 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 12,397 shares
    Change vs previous 13F +416 shares

    0.58% of the 13F portfolio, value $3,289,273.

    13F-HR 0001602237-26-000002 filed by IPG Investment 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 11,981 shares
    Change vs previous 13F -1,250 shares

    0.51% of the 13F portfolio, value $2,844,930.

    13F-HR 0001602237-25-000009 filed by IPG Investment 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 13,231 shares
    Change vs previous 13F +2,869 shares

    0.71% of the 13F portfolio, value $3,612,467.

    13F-HR 0001602237-25-000007 filed by IPG Investment 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 10,362 shares
    Change vs previous 13F -5,661 shares

    0.63% of the 13F portfolio, value $2,780,746.

    13F-HR 0001602237-25-000004 filed by IPG Investment 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 16,023 shares
    Change vs previous 13F +3,157 shares

    1.22% of the 13F portfolio, value $5,363,261.

    13F-HR 0001602237-25-000002 filed by IPG Investment 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 12,866 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,525,797.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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