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Disclosery

Security National Bank: CRM position timeline

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

Security National Bank held 2,632 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,632 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $412,329.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 2,646 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $493,929.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 2,638 shares
    Change vs previous 13F +1,398 shares

    0.1% of the 13F portfolio, value $698,833.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 1,240 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $293,880.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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