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Disclosery

Rossby Financial, LCC: CRM position timeline

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

Rossby Financial, LCC held 1,224 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,224 shares
    Change vs previous 13F -580 shares

    0.04% of the 13F portfolio, value $191,752.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 1,804 shares
    Change vs previous 13F +356 shares

    0.07% of the 13F portfolio, value $336,022.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 1,448 shares
    Change vs previous 13F -234 shares

    0.12% of the 13F portfolio, value $383,590.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 1,682 shares
    Change vs previous 13F +115 shares

    0.13% of the 13F portfolio, value $396,431.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 1,567 shares
    Change vs previous 13F +957 shares

    0.16% of the 13F portfolio, value $427,305.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 610 shares
    Change vs previous 13F -273 shares

    0.07% of the 13F portfolio, value $163,389.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    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 883 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $295,213.

    13F-HR 0002056510-25-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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