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Disclosery

Heartland Bank & Trust Co: CRM position timeline

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

Heartland Bank & Trust Co held 5,725 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,725 shares
    Change vs previous 13F -86 shares

    0.19% of the 13F portfolio, value $896,879.

    13F-HR 0001866040-26-000006 filed by Heartland Bank & Trust Co
    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 5,811 shares
    Change vs previous 13F +4,502 shares

    0.25% of the 13F portfolio, value $1,084,739.

    13F-HR 0001866040-26-000004 filed by Heartland Bank & Trust Co
    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 1,309 shares
    Change vs previous 13F -4,498 shares

    0.15% of the 13F portfolio, value $346,767.

    13F-HR 0001866040-26-000002 filed by Heartland Bank & Trust Co
    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 5,807 shares
    Change vs previous 13F -9 shares

    0.57% of the 13F portfolio, value $1,376,259.

    13F-HR 0001866040-25-000010 filed by Heartland Bank & Trust Co
    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 5,816 shares
    Change vs previous 13F -165 shares

    0.74% of the 13F portfolio, value $1,585,965.

    13F-HR 0001866040-25-000008 filed by Heartland Bank & Trust Co
    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 5,981 shares
    Change vs previous 13F +3,227 shares

    0.82% of the 13F portfolio, value $1,605,061.

    13F-HR 0001866040-25-000004 filed by Heartland Bank & Trust Co
    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 2,754 shares
    Change vs previous 13F +740 shares

    0.5% of the 13F portfolio, value $920,745.

    13F-HR 0001866040-25-000002 filed by Heartland Bank & Trust Co
    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 2,014 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $551,252.

    13F-HR 0001866040-24-000009 filed by Heartland Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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