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PATRON PARTNERS, LLC: CRM position timeline

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

PATRON PARTNERS, LLC held 1,365 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,365 shares
    Change vs previous 13F -55 shares

    0.08% of the 13F portfolio, value $213,841.

    13F-HR 0001841768-26-000004 filed by PATRON PARTNERS, 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 1,420 shares
    Change vs previous 13F -504 shares

    0.12% of the 13F portfolio, value $265,071.

    13F-HR 0001841768-26-000002 filed by PATRON 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 ended2025-12-31
    13F 1,924 shares
    Change vs previous 13F -159 shares

    0.23% of the 13F portfolio, value $509,687.

    13F-HR 0001841768-26-000001 filed by PATRON 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 ended2025-09-30
    13F 2,083 shares
    Change vs previous 13F -211 shares

    0.22% of the 13F portfolio, value $493,671.

    13F-HR 0001841768-25-000007 filed by PATRON 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 ended2025-06-30
    13F 2,294 shares
    Change vs previous 13F +99 shares

    0.31% of the 13F portfolio, value $625,551.

    13F-HR 0001841768-25-000003 filed by PATRON 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 ended2025-03-31
    13F 2,195 shares
    Change vs previous 13F +256 shares

    0.32% of the 13F portfolio, value $589,050.

    13F-HR 0001831263-25-000003 filed by PATRON PARTNERS, 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 1,939 shares
    Change vs previous 13F +146 shares

    0.35% of the 13F portfolio, value $648,266.

    13F-HR 0001841768-25-000001 filed by PATRON PARTNERS, 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 1,793 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $490,762.

    13F-HR 0001831263-24-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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