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Disclosery

Knollwood Investment Advisory, LLC: CRM position timeline

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

Knollwood Investment Advisory, LLC held 0 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -27,312 shares

    13F-HR 0001999346-26-000004 filed by Knollwood Investment Advisory, 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 ended2026-03-31
    13F 27,312 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $5,098,331.

    13F-HR 0001999346-26-000003 filed by Knollwood Investment Advisory, 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 27,312 shares
    Change vs previous 13F -127 shares

    0.68% of the 13F portfolio, value $7,235,222.

    13F-HR 0001999346-26-000002 filed by Knollwood Investment Advisory, 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 27,439 shares
    Change vs previous 13F -43 shares

    0.59% of the 13F portfolio, value $6,503,043.

    13F-HR 0001999346-25-000002 filed by Knollwood Investment Advisory, 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 27,482 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $7,494,067.

    13F-HR 0001085146-25-005040 filed by Knollwood Investment Advisory, 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 27,482 shares
    Change vs previous 13F +170 shares

    0.82% of the 13F portfolio, value $7,375,069.

    13F-HR 0001085146-25-003079 filed by Knollwood Investment Advisory, 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 27,312 shares
    Change vs previous 13F +3,000 shares

    0.96% of the 13F portfolio, value $9,131,221.

    13F-HR 0001085146-25-001483 filed by Knollwood Investment Advisory, 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 24,312 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,654,438.

    13F-HR 0001085146-24-005722 filed by Knollwood Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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