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Passumpsic Savings Bank: CRM position timeline

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

Passumpsic Savings Bank held 7,163 CRM shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,163 shares
    Change vs previous 13F -169 shares

    1.49% of the 13F portfolio, value $2,394,806.

    13F-HR 0002023170-25-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,332 shares
    Change vs previous 13F +87 shares

    1.32% of the 13F portfolio, value $2,006,842.

    13F-HR 0002023170-24-000005 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,245 shares
    Change vs previous 13F -3,179 shares

    1.34% of the 13F portfolio, value $1,862,690.

    13F-HR 0002023170-24-000003 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,424 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,139,500.

    13F-HR 0002023170-24-000002 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

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