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Disclosery

Ergoteles LLC: CRM position timeline

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

Ergoteles LLC held 0 CRM shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -4,425 shares

    13F-HR 0001569136-23-000005 filed by Ergoteles 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 ended2023-06-30
    13F 4,425 shares
    Change vs previous 13F -7,595 shares

    0.04% of the 13F portfolio, value $934,826.

    13F-HR 0001569136-23-000004 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 12,020 shares
    Change vs previous 13F -44,125 shares

    0.09% of the 13F portfolio, value $2,401,356.

    13F-HR 0001569136-23-000002 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 56,145 shares
    Change vs previous 13F +14,989 shares

    0.27% of the 13F portfolio, value $7,444,266.

    13F-HR 0001569136-23-000001 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 41,156 shares
    Change vs previous 13F -45,128 shares

    0.21% of the 13F portfolio, value $5,920,000.

    13F-HR 0001569136-22-000007 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 86,284 shares
    Change vs previous 13F +84,140 shares

    0.43% of the 13F portfolio, value $14,240,000.

    13F-HR 0001569136-22-000006 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 2,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $455,000.

    13F-HR 0001569136-22-000005 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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