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Morningstar Investment Management LLC: CRM position timeline

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

Morningstar Investment Management LLC held 25,679 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,679 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $4,793,499.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 25,679 shares
    Change vs previous 13F -1,244 shares

    0.3% of the 13F portfolio, value $4,793,499.

    13F-HR 0001104659-26-061223 filed by Morningstar 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 ended2025-12-31
    13F 26,923 shares
    Change vs previous 13F -14,471 shares

    0.42% of the 13F portfolio, value $7,132,000.

    13F-HR 0001104659-26-011874 filed by Morningstar 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 ended2025-09-30
    13F 41,394 shares
    Change vs previous 13F +31,046 shares

    0.36% of the 13F portfolio, value $9,810,000.

    13F-HR 0001104659-25-112875 filed by Morningstar 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 10,348 shares
    Change vs previous 13F -15,403 shares

    0.51% of the 13F portfolio, value $2,777,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services 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 25,751 shares
    Change vs previous 13F -247,116 shares

    0.78% of the 13F portfolio, value $8,609,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 272,867 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $75,484,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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