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Disclosery

HILL ISLAND FINANCIAL LLC: CRM position timeline

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

HILL ISLAND FINANCIAL LLC held 2,407 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,407 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $377,158.

    13F-HR 0001951757-26-001225 filed by HILL ISLAND FINANCIAL 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 2,399 shares
    Change vs previous 13F -232 shares

    0.11% of the 13F portfolio, value $447,902.

    13F-HR 0001951757-26-000842 filed by HILL ISLAND FINANCIAL 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 2,631 shares
    Change vs previous 13F -318 shares

    0.17% of the 13F portfolio, value $696,876.

    13F-HR 0001951757-26-000275 filed by HILL ISLAND FINANCIAL 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 2,949 shares
    Change vs previous 13F +111 shares

    0.17% of the 13F portfolio, value $698,879.

    13F-HR 0001951757-25-001335 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,838 shares
    Change vs previous 13F +342 shares

    0.22% of the 13F portfolio, value $773,835.

    13F-HR 0001951757-25-000902 filed by HILL ISLAND FINANCIAL LLC
    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 2,496 shares
    Change vs previous 13F -53 shares

    0.2% of the 13F portfolio, value $669,907.

    13F-HR 0001951757-25-000399 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,549 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $852,186.

    13F-HR 0001951757-25-000236 filed by HILL ISLAND FINANCIAL LLC
    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 2,549 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $697,558.

    13F-HR 0001951757-24-001115 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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