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Disclosery

Parcion Private Wealth LLC: CRM position timeline

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

Parcion Private Wealth LLC held 5,587 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,587 shares
    Change vs previous 13F -1,366 shares

    0.05% of the 13F portfolio, value $875,222.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 6,953 shares
    Change vs previous 13F +1,217 shares

    0.08% of the 13F portfolio, value $1,297,872.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 5,736 shares
    Change vs previous 13F +152 shares

    0.09% of the 13F portfolio, value $1,519,460.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 5,584 shares
    Change vs previous 13F +315 shares

    0.08% of the 13F portfolio, value $1,323,351.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 5,269 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $1,436,738.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 5,330 shares
    Change vs previous 13F -207 shares

    0.12% of the 13F portfolio, value $1,430,294.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 5,537 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $1,851,105.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 5,534 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,514,645.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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