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Disclosery

Pinion Investment Advisors, LLC: CRM position timeline

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

Pinion Investment Advisors, LLC held 0 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,227 shares

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,227 shares
    Change vs previous 13F -342 shares

    0.05% of the 13F portfolio, value $229,044.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 1,569 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $415,644.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 1,580 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $402,631.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 1,561 shares
    Change vs previous 13F +181 shares

    0.15% of the 13F portfolio, value $425,670.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 1,380 shares
    Change vs previous 13F -27 shares

    0.08% of the 13F portfolio, value $370,337.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, 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 1,407 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $470,403.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 1,471 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $402,628.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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