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Meadow Creek Wealth Advisors LLC: CRM position timeline

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

Meadow Creek Wealth Advisors LLC held 2,558 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,558 shares
    Change vs previous 13F -500 shares

    0.24% of the 13F portfolio, value $400,736.

    13F-HR 0001062993-26-004406 filed by Meadow Creek Wealth 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 3,058 shares
    Change vs previous 13F -416 shares

    0.37% of the 13F portfolio, value $570,837.

    13F-HR 0001062993-26-002237 filed by Meadow Creek Wealth 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 3,474 shares
    Change vs previous 13F +371 shares

    0.59% of the 13F portfolio, value $920,297.

    13F-HR 0001062993-26-000458 filed by Meadow Creek Wealth 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 3,103 shares
    Change vs previous 13F -25 shares

    0.51% of the 13F portfolio, value $763,338.

    13F-HR 0001062993-25-016302 filed by Meadow Creek Wealth 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 3,128 shares
    Change vs previous 13F -425 shares

    0.58% of the 13F portfolio, value $852,974.

    13F-HR 0001062993-25-013285 filed by Meadow Creek Wealth 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 3,553 shares
    Change vs previous 13F +144 shares

    0.71% of the 13F portfolio, value $953,483.

    13F-HR 0001062993-25-008102 filed by Meadow Creek Wealth 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 3,409 shares
    Change vs previous 13F +373 shares

    0.82% of the 13F portfolio, value $1,139,731.

    13F-HR 0001062993-25-001111 filed by Meadow Creek Wealth 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 3,036 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $830,984.

    13F-HR 0001062993-24-017836 filed by Meadow Creek Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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