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Disclosery

Private Wealth Partners, LLC: CRM position timeline

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

Private Wealth Partners, LLC held 14,086 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,086 shares
    Change vs previous 13F -696 shares

    0.16% of the 13F portfolio, value $2,206,713.

    13F-HR 0001335851-26-000005 filed by Private 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 14,782 shares
    Change vs previous 13F -3,607 shares

    0.21% of the 13F portfolio, value $2,759,356.

    13F-HR 0001335851-26-000002 filed by Private 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 18,389 shares
    Change vs previous 13F -1,290 shares

    0.35% of the 13F portfolio, value $4,871,430.

    13F-HR 0001335851-26-000001 filed by Private 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 19,679 shares
    Change vs previous 13F +144 shares

    0.33% of the 13F portfolio, value $4,663,923.

    13F-HR 0001335851-25-000004 filed by Private 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 19,535 shares
    Change vs previous 13F -475 shares

    0.42% of the 13F portfolio, value $5,326,999.

    13F-HR 0001085146-25-004438 filed by Private 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 20,010 shares
    Change vs previous 13F +4,069 shares

    0.44% of the 13F portfolio, value $5,369,884.

    13F-HR 0001085146-25-002217 filed by Private 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 15,941 shares
    Change vs previous 13F +1,223 shares

    0.41% of the 13F portfolio, value $5,329,555.

    13F-HR 0001085146-25-000680 filed by Private 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 14,718 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,028,464.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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