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Disclosery

Petrus Trust Company, LTA: CRM position timeline

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

Petrus Trust Company, LTA held 0 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -99,123 shares

    13F-HR 0001193125-26-351101 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 99,123 shares
    Change vs previous 13F -34,000 shares

    2.02% of the 13F portfolio, value $18,503,290.

    13F-HR 0001193125-26-225732 filed by Petrus Trust Company, LTA
    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 133,123 shares
    Change vs previous 13F -18,993 shares

    3.57% of the 13F portfolio, value $35,265,614.

    13F-HR 0001193125-26-053574 filed by Petrus Trust Company, LTA
    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 152,116 shares
    Change vs previous 13F +24,290 shares

    3.95% of the 13F portfolio, value $36,051,492.

    13F-HR 0001193125-25-282102 filed by Petrus Trust Company, LTA
    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 127,826 shares
    Change vs previous 13F -51,946 shares

    3.62% of the 13F portfolio, value $34,856,872.

    13F-HR 0000950123-25-008150 filed by Petrus Trust Company, LTA
    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 179,772 shares
    Change vs previous 13F +27,272 shares

    4.5% of the 13F portfolio, value $48,243,614.

    13F-HR 0000950123-25-005574 filed by Petrus Trust Company, LTA
    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 152,500 shares
    Change vs previous 13F -73,553 shares

    4.93% of the 13F portfolio, value $50,985,325.

    13F-HR 0000950123-25-002451 filed by Petrus Trust Company, LTA
    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 226,053 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $61,872,967.

    13F-HR 0000950123-24-011602 filed by Petrus Trust Company, LTA
    Filed (acceptance time not in the bulk data set), ingested

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