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QUATTRO FINANCIAL ADVISORS LLC: CRM position timeline

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

QUATTRO FINANCIAL ADVISORS LLC held 25,111 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,111 shares
    Change vs previous 13F -4,977 shares

    0.84% of the 13F portfolio, value $3,933,889.

    13F-HR 0001214659-26-008622 filed by QUATTRO FINANCIAL ADVISORS 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 30,088 shares
    Change vs previous 13F -4,912 shares

    1.7% of the 13F portfolio, value $5,616,527.

    13F-HR 0001214659-26-004934 filed by QUATTRO FINANCIAL ADVISORS 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 35,000 shares
    Change vs previous 13F +10,000 shares

    2.77% of the 13F portfolio, value $9,271,850.

    13F-HR 0001214659-26-000818 filed by QUATTRO FINANCIAL ADVISORS 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 25,000 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $5,925,000.

    13F-HR 0001214659-25-015139 filed by QUATTRO FINANCIAL ADVISORS 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 25,000 shares
    Change vs previous 13F -10,000 shares

    2.4% of the 13F portfolio, value $6,817,250.

    13F-HR 0001214659-25-010696 filed by QUATTRO FINANCIAL ADVISORS 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 35,000 shares
    Change vs previous 13F -40,000 shares

    3.22% of the 13F portfolio, value $9,392,600.

    13F-HR 0001214659-25-006546 filed by QUATTRO FINANCIAL ADVISORS 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/A 75,000 shares
    Change vs previous 13F +10,000 shares

    6.39% of the 13F portfolio, value $24,737,993.

    13F-HR/A 0001214659-25-001430 filed by QUATTRO FINANCIAL ADVISORS 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/A 65,000 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $18,803,850.

    13F-HR/A 0001214659-25-001428 filed by QUATTRO FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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