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Disclosery

Copeland Capital Management, LLC: CRM position timeline

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

Copeland Capital Management, LLC held 10 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10 shares
    Change vs previous 13F -3,633 shares

    <0.01% of the 13F portfolio, value $2,295.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,643 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $570,743.

    13F-HR 0001580642-26-004833 filed by Copeland Capital 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 ended2026-03-31
    13F 3,719 shares
    Change vs previous 13F -46,821 shares

    0.02% of the 13F portfolio, value $694,254.

    13F-HR 0001580642-26-002984 filed by Copeland Capital 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 ended2025-12-31
    13F 50,540 shares
    Change vs previous 13F -1,796 shares

    0.3% of the 13F portfolio, value $13,388,748.

    13F-HR 0001580642-26-000539 filed by Copeland Capital 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 ended2025-09-30
    13F 52,336 shares
    Change vs previous 13F -2,745 shares

    0.26% of the 13F portfolio, value $12,403,769.

    13F-HR 0001580642-25-006630 filed by Copeland Capital 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 ended2025-06-30
    13F 55,081 shares
    Change vs previous 13F -148 shares

    0.31% of the 13F portfolio, value $15,020,156.

    13F-HR 0001580642-25-004379 filed by Copeland Capital 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 ended2025-03-31
    13F 55,229 shares
    Change vs previous 13F -913 shares

    0.3% of the 13F portfolio, value $14,821,329.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,142 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $18,770,007.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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