ASHMORE WEALTH MANAGEMENT LLC: CRM position timeline

ASHMORE WEALTH MANAGEMENT LLC held 269,626 CRM shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

1. period ended2019-09-30

   13F 269,626 shares

   Change vs previous 13F 0 shares

   2.53% of the 13F portfolio, value $40,023,000.

   13F-HR 0001568887-19-000004 filed by ASHMORE WEALTH MANAGEMENT LLC
   Filed 2019-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

2. period ended2019-06-30

   13F 269,626 shares

   Change vs previous 13F +23,860 shares

   2.67% of the 13F portfolio, value $40,910,000.

   13F-HR 0001568887-19-000003 filed by ASHMORE WEALTH MANAGEMENT LLC
   Filed 2019-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

3. period ended2019-03-31

   13F 245,766 shares

   Change vs previous 13F 0 shares

   2.27% of the 13F portfolio, value $38,922,000.

   13F-HR 0001568887-19-000002 filed by ASHMORE WEALTH MANAGEMENT LLC
   Filed 2019-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

4. period ended2018-12-31

   13F 245,766 shares

   Change vs previous 13F +48,852 shares

   2.33% of the 13F portfolio, value $33,662,000.

   13F-HR 0001568887-19-000001 filed by ASHMORE WEALTH MANAGEMENT LLC
   Filed 2019-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

5. period ended2018-09-30

   13F 196,914 shares

   Change vs previous 13F not available

   1.6% of the 13F portfolio, value $31,315,000.

   13F-HR 0001568887-18-000004 filed by ASHMORE WEALTH MANAGEMENT LLC
   Filed 2018-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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