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PRIO WEALTH LIMITED PARTNERSHIP: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on CRM, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 70,162 CRM shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 70,162 shares
    Change vs previous 13F -6,045 shares

    0.56% of the 13F portfolio, value $19,204,060.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 76,207 shares
    Change vs previous 13F -13,662 shares

    0.58% of the 13F portfolio, value $19,592,837.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 89,869 shares
    Change vs previous 13F +4,850 shares

    0.78% of the 13F portfolio, value $27,066,763.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 85,019 shares
    Change vs previous 13F -4,659 shares

    0.77% of the 13F portfolio, value $22,371,900.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 89,678 shares
    Change vs previous 13F -18,466 shares

    0.7% of the 13F portfolio, value $18,184,905.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 108,144 shares
    Change vs previous 13F -127,781 shares

    0.82% of the 13F portfolio, value $22,846,502.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 235,925 shares
    Change vs previous 13F -3,769 shares

    1.81% of the 13F portfolio, value $47,133,097.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 239,694 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $31,781,027.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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