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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: CRM position timeline

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 2,456 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,456 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $563,899.

    13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,513 shares
    Change vs previous 13F -778 shares

    0.01% of the 13F portfolio, value $394,979.

    13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,291 shares
    Change vs previous 13F -244,993 shares

    0.01% of the 13F portfolio, value $614,498.

    13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 248,284 shares
    Change vs previous 13F -2,468 shares

    1.32% of the 13F portfolio, value $65,772,972.

    13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 250,752 shares
    Change vs previous 13F -23,543 shares

    1.27% of the 13F portfolio, value $59,428,165.

    13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 274,295 shares
    Change vs previous 13F +16,370 shares

    1.72% of the 13F portfolio, value $74,797,491.

    13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 257,925 shares
    Change vs previous 13F +52,536 shares

    1.82% of the 13F portfolio, value $69,216,834.

    13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 205,389 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $68,667,731.

    13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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