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LODESTAR PRIVATE ASSET MANAGEMENT LLC: CRM position timeline

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

LODESTAR PRIVATE ASSET MANAGEMENT LLC held 3,173 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,173 shares
    Change vs previous 13F -429 shares

    0.04% of the 13F portfolio, value $497,108.

    13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE ASSET 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 3,602 shares
    Change vs previous 13F -1,760 shares

    0.07% of the 13F portfolio, value $672,467.

    13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE ASSET 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 5,362 shares
    Change vs previous 13F +475 shares

    0.14% of the 13F portfolio, value $1,420,442.

    13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE ASSET 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 4,887 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,158,330.

    13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE ASSET 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 4,887 shares
    Change vs previous 13F -1,704 shares

    0.15% of the 13F portfolio, value $1,332,642.

    13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE ASSET 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 6,591 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $1,768,646.

    13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE ASSET 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 6,589 shares
    Change vs previous 13F +5,205 shares

    0.28% of the 13F portfolio, value $2,202,973.

    13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE ASSET 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 1,384 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $378,951.

    13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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