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Disclosery

Leelyn Smith, LLC: CRM position timeline

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

Leelyn Smith, LLC held 0 CRM shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,633 shares

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 ended2025-09-30
    13F 8,633 shares
    Change vs previous 13F +765 shares

    0.31% of the 13F portfolio, value $2,046,033.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,868 shares
    Change vs previous 13F +622 shares

    0.35% of the 13F portfolio, value $2,145,440.

    13F-HR 0001777817-25-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,246 shares
    Change vs previous 13F +151 shares

    0.35% of the 13F portfolio, value $1,944,631.

    13F-HR 0001777817-25-000004 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,095 shares
    Change vs previous 13F +172 shares

    0.42% of the 13F portfolio, value $2,372,177.

    13F-HR 0001777817-25-000001 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,923 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,894,879.

    13F-HR 0001777817-24-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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