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Disclosery

Yoffe Investment Management, LLC: CRM position timeline

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

Yoffe Investment Management, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -937 shares

    13F-HR 0002056336-26-000004 filed by Yoffe Investment Management, 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.

  2. period ended2025-12-31
    13F 937 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $248,088.

    13F-HR 0002056336-26-000002 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 937 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $221,951.

    13F-HR 0002056336-25-000005 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 937 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $255,374.

    13F-HR 0002056336-25-000003 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 936 shares
    Change vs previous 13F -1 shares

    0.37% of the 13F portfolio, value $251,319.

    13F-HR 0001172661-25-001503 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 937 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $313,100.

    13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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