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MOGY JOEL R INVESTMENT COUNSEL INC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOGY JOEL R INVESTMENT COUNSEL INC on CRM, newest first. How the timeline and the estimate are built.

MOGY JOEL R INVESTMENT COUNSEL INC held 177,638 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 177,638 shares
    Change vs previous 13F -8,354 shares

    2.18% of the 13F portfolio, value $40,780,356.

    13F-HR 0001398344-26-018129 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,992 shares
    Change vs previous 13F -8,099 shares

    1.67% of the 13F portfolio, value $29,137,507.

    13F-HR 0001398344-26-012120 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 194,091 shares
    Change vs previous 13F -1,755 shares

    2.27% of the 13F portfolio, value $36,230,967.

    13F-HR 0001398344-26-006551 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 195,846 shares
    Change vs previous 13F +483 shares

    2.81% of the 13F portfolio, value $51,881,564.

    13F-HR 0001398344-26-001713 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 195,363 shares
    Change vs previous 13F -2,631 shares

    2.54% of the 13F portfolio, value $46,305,689.

    13F-HR 0001398344-25-019214 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 197,994 shares
    Change vs previous 13F +459 shares

    3.12% of the 13F portfolio, value $53,990,984.

    13F-HR 0001398344-25-012972 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 197,535 shares
    Change vs previous 13F +584 shares

    3.41% of the 13F portfolio, value $53,010,493.

    13F-HR 0001398344-25-007194 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 196,951 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $65,846,628.

    13F-HR 0001398344-25-000750 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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