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Cetera Investment Advisers: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on CRM, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 400,979 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,979 shares
    Change vs previous 13F +31,774 shares

    0.06% of the 13F portfolio, value $62,817,363.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 369,205 shares
    Change vs previous 13F -20,794 shares

    0.07% of the 13F portfolio, value $68,919,552.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 389,999 shares
    Change vs previous 13F +20,936 shares

    0.11% of the 13F portfolio, value $103,314,625.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 369,063 shares
    Change vs previous 13F +5,697 shares

    0.1% of the 13F portfolio, value $87,468,084.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 363,366 shares
    Change vs previous 13F +12,405 shares

    0.17% of the 13F portfolio, value $99,086,443.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 350,961 shares
    Change vs previous 13F +35,768 shares

    0.18% of the 13F portfolio, value $94,183,993.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 315,193 shares
    Change vs previous 13F +12,086 shares

    0.22% of the 13F portfolio, value $105,378,509.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 303,107 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $82,963,371.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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