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SITTNER & NELSON, LLC: CRM position timeline

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

SITTNER & NELSON, LLC held 661 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 661 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $103,617.

    13F-HR 0001846138-26-000004 filed by SITTNER & NELSON, 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 769 shares
    Change vs previous 13F -22 shares

    0.05% of the 13F portfolio, value $143,579.

    13F-HR 0001846138-26-000002 filed by SITTNER & NELSON, 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 791 shares
    Change vs previous 13F -101 shares

    0.05% of the 13F portfolio, value $151,389.

    13F-HR 0001846138-26-000001 filed by SITTNER & NELSON, 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 892 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $211,304.

    13F-HR 0001846138-25-000006 filed by SITTNER & NELSON, 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 816 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $222,631.

    13F-HR 0001846138-25-000003 filed by SITTNER & NELSON, 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 716 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $192,216.

    13F-HR 0001846138-25-000002 filed by SITTNER & NELSON, 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 747 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $249,791.

    13F-HR 0001846138-25-000001 filed by SITTNER & NELSON, 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 792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $216,778.

    13F-HR 0001846138-24-000005 filed by SITTNER & NELSON, LLC
    Filed (acceptance time not in the bulk data set), ingested

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