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TWIN CITY PRIVATE WEALTH, LLC: CRM position timeline

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

TWIN CITY PRIVATE WEALTH, LLC held 4,679 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,679 shares
    Change vs previous 13F +93 shares

    0.52% of the 13F portfolio, value $734,912.

    13F-HR 0001398344-26-014206 filed by TWIN CITY PRIVATE WEALTH, 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 4,586 shares
    Change vs previous 13F +176 shares

    0.65% of the 13F portfolio, value $856,041.

    13F-HR 0001398344-26-007184 filed by TWIN CITY 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 ended2025-12-31
    13F 4,410 shares
    Change vs previous 13F +654 shares

    0.88% of the 13F portfolio, value $1,169,972.

    13F-HR 0001398344-26-003119 filed by TWIN CITY 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 ended2025-09-30
    13F 3,756 shares
    Change vs previous 13F +78 shares

    0.7% of the 13F portfolio, value $891,582.

    13F-HR 0001398344-25-020234 filed by TWIN CITY 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 ended2025-06-30
    13F 3,678 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $1,004,624.

    13F-HR 0001398344-25-014448 filed by TWIN CITY 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 ended2025-03-31
    13F 3,677 shares
    Change vs previous 13F +356 shares

    0.87% of the 13F portfolio, value $986,862.

    13F-HR 0001398344-25-009093 filed by TWIN CITY PRIVATE WEALTH, 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 3,321 shares
    Change vs previous 13F +97 shares

    0.98% of the 13F portfolio, value $1,111,606.

    13F-HR 0001398344-25-002430 filed by TWIN CITY PRIVATE WEALTH, 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 3,224 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $883,779.

    13F-HR 0001398344-24-020894 filed by TWIN CITY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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