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Disclosery

Talon Private Wealth, LLC: CRM position timeline

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

Talon Private Wealth, LLC held 1,912 CRM shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,912 shares
    Change vs previous 13F -2,348 shares

    0.04% of the 13F portfolio, value $299,542.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,260 shares
    Change vs previous 13F +779 shares

    0.11% of the 13F portfolio, value $795,224.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,481 shares
    Change vs previous 13F +157 shares

    0.13% of the 13F portfolio, value $949,235.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,324 shares
    Change vs previous 13F +451 shares

    0.12% of the 13F portfolio, value $892,029.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 2,873 shares
    Change vs previous 13F +1,484 shares

    0.2% of the 13F portfolio, value $960,530.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,389 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $380,183.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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