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Quadrant Private Wealth Management, LLC: CRM position timeline

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

Quadrant Private Wealth Management, LLC held 23,886 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,886 shares
    Change vs previous 13F -954 shares

    0.84% of the 13F portfolio, value $3,752,653.

    13F-HR 0001725547-26-000263 filed by Quadrant Private Wealth Management, 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 24,840 shares
    Change vs previous 13F +672 shares

    0.72% of the 13F portfolio, value $4,636,955.

    13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth Management, 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 24,168 shares
    Change vs previous 13F +1,063 shares

    1.05% of the 13F portfolio, value $6,412,411.

    13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth Management, 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 23,105 shares
    Change vs previous 13F +4,306 shares

    1% of the 13F portfolio, value $5,485,515.

    13F-HR 0001725547-25-004204 filed by Quadrant Private Wealth Management, 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 18,799 shares
    Change vs previous 13F +193 shares

    1.06% of the 13F portfolio, value $5,134,038.

    13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth Management, 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 18,606 shares
    Change vs previous 13F +882 shares

    1.24% of the 13F portfolio, value $4,993,065.

    13F-HR 0001725547-25-001943 filed by Quadrant Private Wealth Management, 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 17,724 shares
    Change vs previous 13F +202 shares

    1.46% of the 13F portfolio, value $5,932,601.

    13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth Management, 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 17,522 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,802,980.

    13F-HR 0001725547-24-006345 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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