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Stamos Capital Partners, L.P.: CRM position timeline

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

Stamos Capital Partners, L.P. held 44,715 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,715 shares
    Change vs previous 13F +8,912 shares

    1.07% of the 13F portfolio, value $7,005,052.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 35,803 shares
    Change vs previous 13F +16,069 shares

    1.04% of the 13F portfolio, value $6,683,346.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 19,734 shares
    Change vs previous 13F +1,527 shares

    0.84% of the 13F portfolio, value $5,227,734.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 18,207 shares
    Change vs previous 13F +4,009 shares

    0.81% of the 13F portfolio, value $4,315,059.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 14,198 shares
    Change vs previous 13F +6,784 shares

    0.69% of the 13F portfolio, value $3,871,653.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 7,414 shares
    Change vs previous 13F +2,924 shares

    0.52% of the 13F portfolio, value $1,989,621.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 4,490 shares
    Change vs previous 13F -5,870 shares

    0.35% of the 13F portfolio, value $1,501,142.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 10,360 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,835,636.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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