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ROMANO BROTHERS AND COMPANY: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on CRM, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 3,191 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,191 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $499,902.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 3,201 shares
    Change vs previous 13F +340 shares

    0.07% of the 13F portfolio, value $597,531.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 2,861 shares
    Change vs previous 13F -265 shares

    0.09% of the 13F portfolio, value $757,908.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 3,126 shares
    Change vs previous 13F -471 shares

    0.08% of the 13F portfolio, value $740,862.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 3,597 shares
    Change vs previous 13F -376 shares

    0.12% of the 13F portfolio, value $980,866.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 3,973 shares
    Change vs previous 13F +95 shares

    0.14% of the 13F portfolio, value $1,066,194.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 3,878 shares
    Change vs previous 13F -13 shares

    0.16% of the 13F portfolio, value $1,296,532.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 3,891 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,065,006.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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