J. Stern & Co. LLP: CRM position timeline

J. Stern & Co. LLP held 202,695 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 202,695 shares

   Change vs previous 13F +19,321 shares

   3% of the 13F portfolio, value $31,754,199.

   13F-HR 0002011335-26-000004 filed by J. Stern & Co. LLP
   Filed 2026-08-14 (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 183,374 shares

   Change vs previous 13F -47,202,137 shares

   3.32% of the 13F portfolio, value $34,230,425.

   13F-HR 0002011335-26-000003 filed by J. Stern & Co. LLP
   Filed 2026-05-15 (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/A 47,385,511 shares

   Change vs previous 13F +47,189,352 shares

   4.04% of the 13F portfolio, value $47,385,511,000.

   13F-HR/A 0002011335-26-000002 filed by J. Stern & Co. LLP
   Filed 2026-02-24 (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 196,159 shares

   Change vs previous 13F -7,608 shares

   3.52% of the 13F portfolio, value $46,489,683.

   13F-HR 0002011335-25-000006 filed by J. Stern & Co. LLP
   Filed 2025-11-14 (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 203,767 shares

   Change vs previous 13F +5,927 shares

   4.75% of the 13F portfolio, value $55,626,191.

   13F-HR 0002011335-25-000003 filed by J. Stern & Co. LLP
   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).

6. period ended2025-03-31

   13F 197,840 shares

   Change vs previous 13F +17,956 shares

   5.09% of the 13F portfolio, value $53,092,426.

   13F-HR 0002011335-25-000002 filed by J. Stern & Co. LLP
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 179,884 shares

   Change vs previous 13F +11,609 shares

   5.66% of the 13F portfolio, value $60,140,618.

   13F-HR 0002011335-25-000001 filed by J. Stern & Co. LLP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 168,275 shares

   Change vs previous 13F not available

   4.91% of the 13F portfolio, value $46,058,550.

   13F-HR 0002011335-24-000005 filed by J. Stern & Co. LLP
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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