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Minot DeBlois Advisors LLC: CRM position timeline

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

Minot DeBlois Advisors LLC held 4,358 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,358 shares
    Change vs previous 13F -23 shares

    0.59% of the 13F portfolio, value $682,681.

    13F-HR 0001475933-26-000003 filed by Minot DeBlois 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 4,381 shares
    Change vs previous 13F +110 shares

    0.74% of the 13F portfolio, value $817,727.

    13F-HR 0001475933-26-000002 filed by Minot DeBlois 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 4,271 shares
    Change vs previous 13F +66 shares

    1.02% of the 13F portfolio, value $1,131,305.

    13F-HR 0001475933-26-000001 filed by Minot DeBlois 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 4,205 shares
    Change vs previous 13F +260 shares

    0.9% of the 13F portfolio, value $996,689.

    13F-HR 0001475933-25-000008 filed by Minot DeBlois 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 3,945 shares
    Change vs previous 13F +40 shares

    1.02% of the 13F portfolio, value $1,075,860.

    13F-HR 0001475933-25-000007 filed by Minot DeBlois 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 3,905 shares
    Change vs previous 13F -215 shares

    1.04% of the 13F portfolio, value $1,048,020.

    13F-HR 0001475933-25-000006 filed by Minot DeBlois 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 4,120 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,377,512.

    13F-HR 0001475933-25-000003 filed by Minot DeBlois Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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