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Disclosery

Carnegie Lake Advisors LLC: CRM position timeline

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

Carnegie Lake Advisors LLC held 0 CRM shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,246 shares

    13F-HR 0002043591-26-000001 filed by Carnegie Lake Advisors 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 ended2025-09-30
    13F 3,246 shares
    Change vs previous 13F -640 shares

    0.3% of the 13F portfolio, value $769,302.

    13F-HR 0002043591-25-000005 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,886 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,060,000.

    13F-HR 0002043591-25-000004 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,886 shares
    Change vs previous 13F -134 shares

    0.42% of the 13F portfolio, value $1,043,000.

    13F-HR 0002043591-25-000003 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,020 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,344,000.

    13F-HR 0002043591-25-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 4,020 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,100,000.

    13F-HR 0002043591-24-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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