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Disclosery

STEPH & CO: CRM position timeline

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

STEPH & CO held 171 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 171 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $39,256.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 153 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $23,969.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 235 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $43,867.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 159 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $42,121.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 178 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $42,186.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 84 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $22,906.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 84 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $22,542.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 63 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,063.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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