KELLY LAWRENCE W & ASSOCIATES INC/CA: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on CRM, newest first. How the timeline and the estimate are built.

KELLY LAWRENCE W & ASSOCIATES INC/CA held 11,593 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 11,593 shares
Change vs previous 13F -300 shares
0.39% of the 13F portfolio, value $1,816,159.
13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,893 shares
Change vs previous 13F -238 shares
0.62% of the 13F portfolio, value $2,220,066.
13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,131 shares
Change vs previous 13F +225 shares
0.78% of the 13F portfolio, value $3,213,623.
13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,906 shares
Change vs previous 13F +230 shares
0.68% of the 13F portfolio, value $2,821,722.
13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,676 shares
Change vs previous 13F -278 shares
0.83% of the 13F portfolio, value $3,183,928.
13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,954 shares
Change vs previous 13F -280 shares
0.78% of the 13F portfolio, value $3,207,975.
13F-HR 0000920441-25-000005 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,234 shares
Change vs previous 13F +90 shares
0.95% of the 13F portfolio, value $4,090,193.
13F-HR 0000920441-25-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 12,144 shares
Change vs previous 13F not available
0.75% of the 13F portfolio, value $3,323,934.
13F-HR 0000920441-24-000004 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).