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Disclosery

Rikoon Group, LLC: CRM position timeline

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

Rikoon Group, LLC held 5,999 CRM shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 5,999 shares
    Change vs previous 13F +125 shares

    0.34% of the 13F portfolio, value $1,271,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 5,874 shares
    Change vs previous 13F -175 shares

    0.36% of the 13F portfolio, value $1,307,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 6,049 shares
    Change vs previous 13F -525 shares

    0.47% of the 13F portfolio, value $1,520,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 6,574 shares
    Change vs previous 13F -175 shares

    0.41% of the 13F portfolio, value $1,232,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 6,749 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $972,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 6,749 shares
    Change vs previous 13F -19 shares

    0.38% of the 13F portfolio, value $1,098,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 6,768 shares
    Change vs previous 13F -72 shares

    0.37% of the 13F portfolio, value $1,005,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 6,840 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,038,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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