FORTRESS PRIVATE LEDGER, LLC: CRM position timeline

FORTRESS PRIVATE LEDGER, LLC held 6,914 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,914 shares

   Change vs previous 13F +1,832 shares

   0.3% of the 13F portfolio, value $1,083,198.

   13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,082 shares

   Change vs previous 13F -1,063 shares

   0.3% of the 13F portfolio, value $948,649.

   13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,145 shares

   Change vs previous 13F -450 shares

   0.54% of the 13F portfolio, value $1,627,948.

   13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,595 shares

   Change vs previous 13F +5,463 shares

   0.57% of the 13F portfolio, value $1,563,128.

   13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,132 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $308,630.

   13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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