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HOHIMER WEALTH MANAGEMENT, LLC: CRM position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 18,954 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,954 shares
    Change vs previous 13F +818 shares

    0.31% of the 13F portfolio, value $2,969,376.

    13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
    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 18,136 shares
    Change vs previous 13F +12,045 shares

    0.41% of the 13F portfolio, value $3,385,393.

    13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH 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 ended2025-12-31
    13F 6,091 shares
    Change vs previous 13F -7,264 shares

    0.22% of the 13F portfolio, value $1,613,598.

    13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH 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 ended2025-09-30
    13F 13,355 shares
    Change vs previous 13F +12,151 shares

    0.44% of the 13F portfolio, value $3,165,136.

    13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH 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 ended2025-06-30
    13F 1,204 shares
    Change vs previous 13F +63 shares

    0.06% of the 13F portfolio, value $328,319.

    13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH 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 ended2025-03-31
    13F 1,141 shares
    Change vs previous 13F -3,825 shares

    0.06% of the 13F portfolio, value $306,199.

    13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH 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 ended2024-12-31
    13F 4,966 shares
    Change vs previous 13F +425 shares

    0.31% of the 13F portfolio, value $1,660,283.

    13F-HR 0001802533-25-000003 filed by HOHIMER WEALTH 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 ended2024-09-30
    13F 4,541 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,242,917.

    13F-HR 0001802533-24-000009 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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