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Disclosery

Embree Financial Group: CRM position timeline

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

Embree Financial Group held 2,502 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,502 shares
    Change vs previous 13F -3,461 shares

    0.04% of the 13F portfolio, value $392,021.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 5,963 shares
    Change vs previous 13F +248 shares

    0.13% of the 13F portfolio, value $1,113,132.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 5,715 shares
    Change vs previous 13F +326 shares

    0.19% of the 13F portfolio, value $1,514,080.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 5,389 shares
    Change vs previous 13F -473 shares

    0.17% of the 13F portfolio, value $1,277,263.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 5,862 shares
    Change vs previous 13F -181 shares

    0.24% of the 13F portfolio, value $1,598,516.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 6,043 shares
    Change vs previous 13F +1,535 shares

    0.27% of the 13F portfolio, value $1,621,764.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 4,508 shares
    Change vs previous 13F +30 shares

    0.26% of the 13F portfolio, value $1,507,005.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 4,478 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,225,751.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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