Skip to content
Disclosery

Interchange Capital Partners, LLC: CRM position timeline

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

Interchange Capital Partners, LLC held 3,821 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,821 shares
    Change vs previous 13F -938 shares

    0.11% of the 13F portfolio, value $598,473.

    13F-HR 0001845998-26-000004 filed by Interchange Capital Partners, 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 4,759 shares
    Change vs previous 13F -416 shares

    0.39% of the 13F portfolio, value $1,232,374.

    13F-HR 0001845998-26-000003 filed by Interchange Capital Partners, 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 5,175 shares
    Change vs previous 13F +267 shares

    0.25% of the 13F portfolio, value $1,371,058.

    13F-HR 0001845998-26-000001 filed by Interchange Capital Partners, 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 4,908 shares
    Change vs previous 13F +305 shares

    0.23% of the 13F portfolio, value $1,164,568.

    13F-HR 0001845998-25-000004 filed by Interchange Capital Partners, 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/A 4,603 shares
    Change vs previous 13F +185 shares

    0.29% of the 13F portfolio, value $1,255,313.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital Partners, 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 4,418 shares
    Change vs previous 13F +352 shares

    0.33% of the 13F portfolio, value $1,185,869.

    13F-HR 0001085146-25-002463 filed by Interchange Capital Partners, 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 4,066 shares
    Change vs previous 13F -314 shares

    0.49% of the 13F portfolio, value $1,356,335.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, 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 4,380 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,200,113.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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