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Disclosery

Stonebrook Private Inc.: CRM position timeline

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

Stonebrook Private Inc. held 1,381 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,381 shares
    Change vs previous 13F -172 shares

    0.04% of the 13F portfolio, value $216,319.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 1,553 shares
    Change vs previous 13F -527 shares

    0.06% of the 13F portfolio, value $289,860.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 2,080 shares
    Change vs previous 13F -2,752 shares

    0.12% of the 13F portfolio, value $550,882.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 4,832 shares
    Change vs previous 13F -373 shares

    0.25% of the 13F portfolio, value $1,145,107.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 5,205 shares
    Change vs previous 13F -137 shares

    0.33% of the 13F portfolio, value $1,419,348.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 5,342 shares
    Change vs previous 13F +133 shares

    0.37% of the 13F portfolio, value $1,433,607.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 5,209 shares
    Change vs previous 13F -436 shares

    0.46% of the 13F portfolio, value $1,741,683.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 5,645 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,544,975.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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