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Disclosery

Heritage Trust Co: CRM position timeline

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

Heritage Trust Co held 4,325 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,325 shares
    Change vs previous 13F -520 shares

    0.06% of the 13F portfolio, value $677,555.

    13F-HR 0001706028-26-000006 filed by Heritage 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 4,845 shares
    Change vs previous 13F -3,065 shares

    0.09% of the 13F portfolio, value $904,414.

    13F-HR 0001706028-26-000004 filed by Heritage 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 7,910 shares
    Change vs previous 13F -181 shares

    0.21% of the 13F portfolio, value $2,095,439.

    13F-HR 0001706028-26-000002 filed by Heritage 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 8,091 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $1,917,567.

    13F-HR 0001706028-25-000005 filed by Heritage 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 8,032 shares
    Change vs previous 13F +156 shares

    0.25% of the 13F portfolio, value $2,190,246.

    13F-HR 0001625292-25-000011 filed by Heritage 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 7,876 shares
    Change vs previous 13F +1,269 shares

    0.26% of the 13F portfolio, value $2,113,605.

    13F-HR 0001625292-25-000007 filed by Heritage 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 6,607 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,208,923.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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