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Disclosery

Hamilton Point Investment Advisors, LLC: CRM position timeline

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

Hamilton Point Investment Advisors, LLC held 33,016 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,016 shares
    Change vs previous 13F -455 shares

    0.73% of the 13F portfolio, value $5,186,865.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment Advisors, 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 33,471 shares
    Change vs previous 13F +63 shares

    0.96% of the 13F portfolio, value $6,248,105.

    13F-HR 0001398344-26-008553 filed by Hamilton Point 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 ended2025-12-31
    13F 33,408 shares
    Change vs previous 13F +18 shares

    1.35% of the 13F portfolio, value $8,864,027.

    13F-HR 0001398344-26-002895 filed by Hamilton Point 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 ended2025-09-30
    13F 33,390 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $7,927,319.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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