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Disclosery

Midwest Trust Co: CRM position timeline

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

Midwest Trust Co held 195,298 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,298 shares
    Change vs previous 13F +3,523 shares

    0.35% of the 13F portfolio, value $30,595,385.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    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 191,775 shares
    Change vs previous 13F +6,008 shares

    0.45% of the 13F portfolio, value $35,798,639.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    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 185,767 shares
    Change vs previous 13F -1,304 shares

    0.61% of the 13F portfolio, value $49,211,536.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    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 187,071 shares
    Change vs previous 13F +4,233 shares

    0.58% of the 13F portfolio, value $44,335,827.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    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 182,838 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $49,858,196.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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