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DB Fitzpatrick & Co, Inc: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DB Fitzpatrick & Co, Inc on CRM, newest first. How the timeline and the estimate are built.

DB Fitzpatrick & Co, Inc held 5,996 CRM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,996 shares
    Change vs previous 13F -2,334 shares

    0.76% of the 13F portfolio, value $939,333.

    13F-HR/A 0001885767-26-000004 filed by DB Fitzpatrick & Co, Inc
    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 8,330 shares
    Change vs previous 13F +2,864 shares

    1.33% of the 13F portfolio, value $1,554,961.

    13F-HR 0001885767-26-000002 filed by DB Fitzpatrick & Co, Inc
    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 5,466 shares
    Change vs previous 13F -50 shares

    1.29% of the 13F portfolio, value $1,447,998.

    13F-HR 0001885767-26-000001 filed by DB Fitzpatrick & Co, Inc
    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 5,516 shares
    Change vs previous 13F +2,286 shares

    1.18% of the 13F portfolio, value $1,307,292.

    13F-HR 0001885767-25-000007 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,230 shares
    Change vs previous 13F +69 shares

    0.78% of the 13F portfolio, value $880,789.

    13F-HR 0001885767-25-000004 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,161 shares
    Change vs previous 13F -369 shares

    0.81% of the 13F portfolio, value $848,286.

    13F-HR 0001885767-25-000003 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,530 shares
    Change vs previous 13F -1,548 shares

    1.08% of the 13F portfolio, value $1,180,185.

    13F-HR 0001885767-25-000001 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,078 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,389,899.

    13F-HR 0001885767-24-000005 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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