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WINTRUST INVESTMENTS LLC: CRM position timeline

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

WINTRUST INVESTMENTS LLC held 1,018 CRM shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,018 shares
    Change vs previous 13F -111 shares

    0.3% of the 13F portfolio, value $340,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,129 shares
    Change vs previous 13F -10,056 shares

    0.23% of the 13F portfolio, value $309,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 11,185 shares
    Change vs previous 13F +1,112 shares

    0.23% of the 13F portfolio, value $2,876,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,073 shares
    Change vs previous 13F +809 shares

    0.27% of the 13F portfolio, value $3,034,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,264 shares
    Change vs previous 13F -124 shares

    0.24% of the 13F portfolio, value $2,438,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,388 shares
    Change vs previous 13F +1,965 shares

    0.2% of the 13F portfolio, value $1,904,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 7,423 shares
    Change vs previous 13F +7,423 shares

    0.16% of the 13F portfolio, value $1,568,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    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.