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Disclosery

Veritable, L.P.: CRM position timeline

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

Veritable, L.P. held 0 CRM shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -18,774 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 18,774 shares
    Change vs previous 13F -116 shares

    0.06% of the 13F portfolio, value $3,966,195.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 18,890 shares
    Change vs previous 13F +1,758 shares

    0.06% of the 13F portfolio, value $3,773,844.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 17,132 shares
    Change vs previous 13F -111 shares

    0.04% of the 13F portfolio, value $2,271,532.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 17,243 shares
    Change vs previous 13F -1,855 shares

    0.05% of the 13F portfolio, value $2,480,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 19,098 shares
    Change vs previous 13F +1,748 shares

    0.06% of the 13F portfolio, value $3,152,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 17,350 shares
    Change vs previous 13F +194 shares

    0.06% of the 13F portfolio, value $3,684,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 17,156 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,360,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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