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Disclosery

Bernicke Wealth Management, Ltd.: CRM position timeline

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

Bernicke Wealth Management, Ltd. held 2,445 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,445 shares
    Change vs previous 13F -426 shares

    0.04% of the 13F portfolio, value $383,034.

    13F-HR 0001569863-26-000006 filed by Bernicke Wealth Management, Ltd.
    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 2,871 shares
    Change vs previous 13F -239 shares

    0.07% of the 13F portfolio, value $535,930.

    13F-HR 0001569863-26-000005 filed by Bernicke Wealth Management, Ltd.
    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 3,110 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $823,870.

    13F-HR 0001569863-26-000004 filed by Bernicke Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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