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STONERIDGE INVESTMENT PARTNERS LLC: CRM position timeline

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

STONERIDGE INVESTMENT PARTNERS LLC held 7,316 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,316 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,346,000.

    13F-HR 0001108831-26-000009 filed by STONERIDGE INVESTMENT PARTNERS 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 7,316 shares
    Change vs previous 13F -134 shares

    0.99% of the 13F portfolio, value $1,366,000.

    13F-HR 0001108831-26-000007 filed by STONERIDGE INVESTMENT PARTNERS 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 7,450 shares
    Change vs previous 13F -1,819 shares

    1.37% of the 13F portfolio, value $1,974,000.

    13F-HR 0001108831-26-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 9,269 shares
    Change vs previous 13F +929 shares

    1.51% of the 13F portfolio, value $2,197,000.

    13F-HR 0001108831-25-000010 filed by STONERIDGE INVESTMENT PARTNERS 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 8,340 shares
    Change vs previous 13F +1,016 shares

    1.71% of the 13F portfolio, value $2,274,000.

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS 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 7,324 shares
    Change vs previous 13F -7,182 shares

    1.66% of the 13F portfolio, value $1,965,000.

    13F-HR 0001108831-25-000005 filed by STONERIDGE INVESTMENT PARTNERS 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 14,506 shares
    Change vs previous 13F -5,428 shares

    1.73% of the 13F portfolio, value $4,850,000.

    13F-HR 0001108831-25-000003 filed by STONERIDGE INVESTMENT PARTNERS 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 19,934 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,456,000.

    13F-HR 0001108831-24-000012 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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