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Disclosery

SPINNAKER TRUST: CRM position timeline

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

SPINNAKER TRUST held 24,406 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,406 shares
    Change vs previous 13F -447 shares

    0.19% of the 13F portfolio, value $3,823,467.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 24,853 shares
    Change vs previous 13F +272 shares

    0.26% of the 13F portfolio, value $4,639,329.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 24,581 shares
    Change vs previous 13F -121 shares

    0.35% of the 13F portfolio, value $6,511,774.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 24,702 shares
    Change vs previous 13F +46 shares

    0.32% of the 13F portfolio, value $5,854,386.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 24,656 shares
    Change vs previous 13F +168 shares

    0.4% of the 13F portfolio, value $6,723,444.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 24,488 shares
    Change vs previous 13F -234 shares

    0.43% of the 13F portfolio, value $6,571,599.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 24,722 shares
    Change vs previous 13F +41 shares

    0.52% of the 13F portfolio, value $8,265,306.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 24,681 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,755,437.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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