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Disclosery

Kuhn & Co Investment Counsel: CRM position timeline

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

Kuhn & Co Investment Counsel held 2,600 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,600 shares
    Change vs previous 13F +73 shares

    0.24% of the 13F portfolio, value $407,316.

    13F-HR 0001172661-26-002984 filed by Kuhn & Co Investment Counsel
    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 2,527 shares
    Change vs previous 13F +60 shares

    0.3% of the 13F portfolio, value $471,716.

    13F-HR 0001172661-26-001698 filed by Kuhn & Co Investment Counsel
    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 2,467 shares
    Change vs previous 13F +22 shares

    0.44% of the 13F portfolio, value $653,533.

    13F-HR 0001172661-26-000534 filed by Kuhn & Co Investment Counsel
    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 2,445 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $579,465.

    13F-HR 0001172661-25-004454 filed by Kuhn & Co Investment Counsel
    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 2,467 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $672,727.

    13F-HR 0001172661-25-003099 filed by Kuhn & Co Investment Counsel
    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 2,467 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $662,045.

    13F-HR 0001172661-25-001870 filed by Kuhn & Co Investment Counsel
    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 2,467 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $824,793.

    13F-HR 0001172661-25-000430 filed by Kuhn & Co Investment Counsel
    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 2,467 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $675,243.

    13F-HR 0001172661-24-004802 filed by Kuhn & Co Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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