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AAFMAA Wealth Management & Trust LLC: CRM position timeline

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

AAFMAA Wealth Management & Trust LLC held 1,306 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,306 shares
    Change vs previous 13F -191 shares

    0.1% of the 13F portfolio, value $299,818.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,497 shares
    Change vs previous 13F -3,700 shares

    0.08% of the 13F portfolio, value $234,520.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 5,197 shares
    Change vs previous 13F -263 shares

    0.38% of the 13F portfolio, value $970,124.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 5,460 shares
    Change vs previous 13F +266 shares

    0.57% of the 13F portfolio, value $1,446,409.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 5,194 shares
    Change vs previous 13F +27 shares

    0.49% of the 13F portfolio, value $1,230,978.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 5,167 shares
    Change vs previous 13F -2,093 shares

    0.58% of the 13F portfolio, value $1,408,989.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 7,260 shares
    Change vs previous 13F +597 shares

    0.88% of the 13F portfolio, value $1,948,294.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 6,663 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,227,640.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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