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Disclosery

Bartlett & Co. LLC: CRM position timeline

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

Bartlett & Co. LLC held 240,163 CRM shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 240,163 shares
    Change vs previous 13F +6,014 shares

    1.04% of the 13F portfolio, value $63,786,000.

    13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 234,149 shares
    Change vs previous 13F +1,689 shares

    0.85% of the 13F portfolio, value $47,481,000.

    13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 232,460 shares
    Change vs previous 13F +9,353 shares

    0.85% of the 13F portfolio, value $49,109,000.

    13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 223,107 shares
    Change vs previous 13F +8,878 shares

    0.86% of the 13F portfolio, value $44,572,000.

    13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 214,229 shares
    Change vs previous 13F -45,145 shares

    0.57% of the 13F portfolio, value $28,404,000.

    13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 259,374 shares
    Change vs previous 13F -1,753 shares

    0.8% of the 13F portfolio, value $37,309,000.

    13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 261,127 shares
    Change vs previous 13F -14,425 shares

    0.87% of the 13F portfolio, value $43,096,000.

    13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 275,552 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $58,505,000.

    13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

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