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NICHOLS & PRATT ADVISERS LLP /MA: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICHOLS & PRATT ADVISERS LLP /MA on CRM, newest first. How the timeline and the estimate are built.

NICHOLS & PRATT ADVISERS LLP /MA held 1,557 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,557 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $368,527.

    13F-HR 0001141781-26-000015 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,657 shares
    Change vs previous 13F -690 shares

    0.02% of the 13F portfolio, value $259,585.

    13F-HR 0001141781-26-000003 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,347 shares
    Change vs previous 13F -800 shares

    0.03% of the 13F portfolio, value $438,115.

    13F-HR 0001141781-26-000002 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,147 shares
    Change vs previous 13F +32 shares

    0.05% of the 13F portfolio, value $833,672.

    13F-HR 0001141781-26-000001 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,115 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $738,255.

    13F-HR 0001141781-25-000011 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,115 shares
    Change vs previous 13F +800 shares

    0.06% of the 13F portfolio, value $849,430.

    13F-HR 0001141781-25-000005 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,315 shares
    Change vs previous 13F -440 shares

    0.04% of the 13F portfolio, value $621,254.

    13F-HR 0001141781-25-000004 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,755 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $921,079.

    13F-HR 0001141781-25-000001 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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