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Premier Path Wealth Partners, LLC: CRM position timeline

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

Premier Path Wealth Partners, LLC held 6,404 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,404 shares
    Change vs previous 13F -2,640 shares

    0.12% of the 13F portfolio, value $1,003,179.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth 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 9,044 shares
    Change vs previous 13F -379 shares

    0.22% of the 13F portfolio, value $1,688,288.

    13F-HR 0001999925-26-000002 filed by Premier Path 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 ended2025-12-31
    13F 9,423 shares
    Change vs previous 13F -533 shares

    0.32% of the 13F portfolio, value $2,496,315.

    13F-HR 0001999925-26-000001 filed by Premier Path 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 ended2025-09-30
    13F 9,956 shares
    Change vs previous 13F -89 shares

    0.3% of the 13F portfolio, value $2,359,631.

    13F-HR 0001999925-25-000005 filed by Premier Path 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 ended2025-06-30
    13F 10,045 shares
    Change vs previous 13F +629 shares

    0.38% of the 13F portfolio, value $2,739,161.

    13F-HR 0001956824-25-000008 filed by Premier Path 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 ended2025-03-31
    13F 9,416 shares
    Change vs previous 13F +560 shares

    0.39% of the 13F portfolio, value $2,526,948.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth 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 8,856 shares
    Change vs previous 13F -783 shares

    0.45% of the 13F portfolio, value $2,960,883.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth 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 9,639 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,638,337.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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