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Disclosery

Moloney Securities Asset Management, LLC: CRM position timeline

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

Moloney Securities Asset Management, LLC held 1,246 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,246 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $295,364.

    13F-HR 0001697934-25-000007 filed by Moloney Securities 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 ended2025-06-30
    13F 1,065 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $290,497.

    13F-HR 0001697934-25-000003 filed by Moloney Securities 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 ended2025-03-31
    13F 896 shares
    Change vs previous 13F -4,195 shares

    0.03% of the 13F portfolio, value $240,510.

    13F-HR 0001697934-25-000002 filed by Moloney Securities 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 ended2024-12-31
    13F 5,091 shares
    Change vs previous 13F -1,172 shares

    0.23% of the 13F portfolio, value $1,702,150.

    13F-HR 0001697934-25-000001 filed by Moloney Securities 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 ended2024-09-30
    13F 6,263 shares
    Change vs previous 13F +1,190 shares

    0.23% of the 13F portfolio, value $1,714,280.

    13F-HR 0001697934-24-000006 filed by Moloney Securities 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 ended2024-06-30
    13F 5,073 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $1,304,279.

    13F-HR 0001697934-24-000003 filed by Moloney Securities 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 ended2024-03-31
    13F 5,423 shares
    Change vs previous 13F -8 shares

    0.25% of the 13F portfolio, value $1,633,299.

    13F-HR 0001697934-24-000002 filed by Moloney Securities 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 ended2023-12-31
    13F 5,431 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,429,113.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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