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St. Louis Financial Planners Asset Management, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of St. Louis Financial Planners Asset Management, LLC on CRM, newest first. How the timeline and the estimate are built.

St. Louis Financial Planners Asset Management, LLC held 21,429 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,429 shares
    Change vs previous 13F +7,652 shares

    1.9% of the 13F portfolio, value $3,559,593.

    13F-HR 0001214659-26-008274 filed by St. Louis Financial Planners Asset Management, 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 13,777 shares
    Change vs previous 13F +2,895 shares

    1.46% of the 13F portfolio, value $2,571,919.

    13F-HR 0001214659-26-004383 filed by St. Louis Financial Planners Asset Management, 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 10,882 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,882,866.

    13F-HR 0001214659-26-000216 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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