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Disclosery

Legacy Trust: CRM position timeline

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

Legacy Trust held 20,528 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 20,528 shares
    Change vs previous 13F -2,127 shares

    0.57% of the 13F portfolio, value $3,215,916.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 22,655 shares
    Change vs previous 13F +20,971 shares

    0.81% of the 13F portfolio, value $4,229,009.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 1,684 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $446,108.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 1,684 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $399,108.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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