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Disclosery

HERBST GROUP, LLC: CRM position timeline

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

HERBST GROUP, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,506 shares

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,506 shares
    Change vs previous 13F -115 shares

    1.33% of the 13F portfolio, value $2,253,260.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,621 shares
    Change vs previous 13F -504 shares

    1.27% of the 13F portfolio, value $2,043,078.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,125 shares
    Change vs previous 13F +315 shares

    1.49% of the 13F portfolio, value $2,488,413.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,810 shares
    Change vs previous 13F -200 shares

    1.67% of the 13F portfolio, value $2,364,322.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,010 shares
    Change vs previous 13F -1,100 shares

    1.88% of the 13F portfolio, value $3,012,360.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,110 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,767,208.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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