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MOODY LYNN LIEBERSON & WALKER, LLC: CRM position timeline

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

MOODY LYNN LIEBERSON & WALKER, LLC held 2,181 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,181 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $500,692.

    13F-HR 0000938592-26-000010 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,213 shares
    Change vs previous 13F -2,298 shares

    0.02% of the 13F portfolio, value $346,689.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 4,511 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $842,068.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,583 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $1,214,083.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,637 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $1,098,969.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,628 shares
    Change vs previous 13F -368 shares

    0.07% of the 13F portfolio, value $1,262,009.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 4,996 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $1,340,727.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,006 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,673,656.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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