Skip to content
Disclosery

Putney Financial Group LLC: CRM position timeline

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

Putney Financial Group LLC held 1,469 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 1,469 shares
    Change vs previous 13F -157 shares

    0.21% of the 13F portfolio, value $230,134.

    13F-HR 0002056907-26-000003 filed by Putney Financial Group 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 1,626 shares
    Change vs previous 13F -1,639 shares

    0.31% of the 13F portfolio, value $303,525.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 3,265 shares
    Change vs previous 13F -224 shares

    0.81% of the 13F portfolio, value $864,931.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 3,489 shares
    Change vs previous 13F -331 shares

    0.82% of the 13F portfolio, value $826,893.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 3,820 shares
    Change vs previous 13F -165 shares

    1.05% of the 13F portfolio, value $1,041,676.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 3,985 shares
    Change vs previous 13F -186 shares

    1.13% of the 13F portfolio, value $1,069,415.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group 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 4,171 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,394,490.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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