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Disclosery

Lindbrook Capital, LLC: CRM position timeline

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

Lindbrook Capital, LLC held 6,155 CRM shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,155 shares
    Change vs previous 13F +350 shares

    0.15% of the 13F portfolio, value $1,651,622.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,805 shares
    Change vs previous 13F +23 shares

    0.18% of the 13F portfolio, value $1,940,618.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,782 shares
    Change vs previous 13F +167 shares

    0.14% of the 13F portfolio, value $1,582,454.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,615 shares
    Change vs previous 13F -393 shares

    0.14% of the 13F portfolio, value $1,443,488.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,008 shares
    Change vs previous 13F -79 shares

    0.17% of the 13F portfolio, value $1,809,580.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,087 shares
    Change vs previous 13F +556 shares

    0.16% of the 13F portfolio, value $1,601,733.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,531 shares
    Change vs previous 13F -1,251 shares

    0.13% of the 13F portfolio, value $1,121,576.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,782 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,432,765.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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