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Disclosery

Aureus Asset Management, LLC: CRM position timeline

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

Aureus Asset Management, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,274 shares

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,274 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $337,495.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,062 shares
    Change vs previous 13F -125,908 shares

    0.02% of the 13F portfolio, value $251,694.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 126,970 shares
    Change vs previous 13F -2,181 shares

    2.21% of the 13F portfolio, value $34,623,313.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 129,151 shares
    Change vs previous 13F -2,587 shares

    2.43% of the 13F portfolio, value $34,658,828.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 131,738 shares
    Change vs previous 13F -2,638 shares

    2.85% of the 13F portfolio, value $44,043,798.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 134,376 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $36,779,918.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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