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Disclosery

LeClair Wealth Partners LLC: CRM position timeline

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

LeClair Wealth Partners LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -967 shares

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 967 shares
    Change vs previous 13F +29 shares

    0.15% of the 13F portfolio, value $256,168.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 938 shares
    Change vs previous 13F -1,420 shares

    0.14% of the 13F portfolio, value $222,306.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,358 shares
    Change vs previous 13F -239 shares

    0.44% of the 13F portfolio, value $643,003.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,597 shares
    Change vs previous 13F -53 shares

    0.5% of the 13F portfolio, value $696,931.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,650 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $885,975.

    13F-HR 0001765380-25-000117 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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