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Sonora Investment Management Group, LLC: CRM position timeline

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

Sonora Investment Management Group, LLC held 39,561 CRM shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 39,561 shares
    Change vs previous 13F +207 shares

    0.66% of the 13F portfolio, value $9,375,931.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management 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 ended2025-06-30
    13F 39,354 shares
    Change vs previous 13F +8,660 shares

    0.8% of the 13F portfolio, value $10,731,543.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management 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 ended2025-03-31
    13F 30,694 shares
    Change vs previous 13F +8,121 shares

    0.65% of the 13F portfolio, value $8,236,999.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management 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 ended2024-12-31
    13F 22,573 shares
    Change vs previous 13F +3,239 shares

    0.58% of the 13F portfolio, value $7,546,973.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management 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 ended2024-09-30
    13F 19,334 shares
    Change vs previous 13F +13,843 shares

    0.39% of the 13F portfolio, value $5,291,899.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management 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 ended2024-06-30
    13F 5,491 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,653,780.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management 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 ended2024-03-31
    13F 5,491 shares
    Change vs previous 13F +2,151 shares

    0.13% of the 13F portfolio, value $1,653,780.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management 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 ended2023-12-31
    13F 3,340 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $878,888.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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