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Disclosery

Linscomb Wealth, Inc.: CRM position timeline

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

Linscomb Wealth, Inc. held 14,132 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 14,132 shares
    Change vs previous 13F +601 shares

    0.1% of the 13F portfolio, value $2,213,900.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 13,531 shares
    Change vs previous 13F -3,829 shares

    0.11% of the 13F portfolio, value $2,525,848.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 17,360 shares
    Change vs previous 13F +172 shares

    0.19% of the 13F portfolio, value $4,598,813.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 17,188 shares
    Change vs previous 13F +696 shares

    0.18% of the 13F portfolio, value $4,073,534.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 16,492 shares
    Change vs previous 13F +530 shares

    0.21% of the 13F portfolio, value $4,497,188.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 15,962 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $4,283,465.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 15,872 shares
    Change vs previous 13F +329 shares

    0.26% of the 13F portfolio, value $5,306,395.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 15,543 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,254,162.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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