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NEOS Investment Management LLC: CRM position timeline

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

NEOS Investment Management LLC held 153,886 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,886 shares
    Change vs previous 13F +16,660 shares

    0.09% of the 13F portfolio, value $24,107,781.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 137,226 shares
    Change vs previous 13F +4,861 shares

    0.13% of the 13F portfolio, value $25,615,977.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 132,365 shares
    Change vs previous 13F +15,491 shares

    0.2% of the 13F portfolio, value $35,064,812.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 116,874 shares
    Change vs previous 13F +38,963 shares

    0.21% of the 13F portfolio, value $27,699,138.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 77,911 shares
    Change vs previous 13F +16,051 shares

    0.26% of the 13F portfolio, value $21,245,551.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 61,860 shares
    Change vs previous 13F +11,275 shares

    0.31% of the 13F portfolio, value $16,600,750.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 50,585 shares
    Change vs previous 13F +6,795 shares

    0.4% of the 13F portfolio, value $16,912,083.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 43,790 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,985,761.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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