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Disclosery

Talbot Financial, LLC: CRM position timeline

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

Talbot Financial, LLC held 98,543 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,543 shares
    Change vs previous 13F +1,078 shares

    1.14% of the 13F portfolio, value $15,437,714.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, LLC
    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 97,465 shares
    Change vs previous 13F +7,037 shares

    1.53% of the 13F portfolio, value $18,193,763.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, LLC
    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 90,428 shares
    Change vs previous 13F +938 shares

    1.97% of the 13F portfolio, value $23,955,329.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, LLC
    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 89,490 shares
    Change vs previous 13F +10,664 shares

    1.79% of the 13F portfolio, value $21,209,025.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, LLC
    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 78,826 shares
    Change vs previous 13F +17,675 shares

    2.03% of the 13F portfolio, value $21,495,034.

    13F-HR 0001966180-25-000004 filed by Talbot Financial, LLC
    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 61,151 shares
    Change vs previous 13F -1,078 shares

    2.06% of the 13F portfolio, value $16,410,544.

    13F-HR 0001966180-25-000003 filed by Talbot Financial, LLC
    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 62,229 shares
    Change vs previous 13F -1,632 shares

    2.47% of the 13F portfolio, value $20,804,922.

    13F-HR 0001966180-25-000001 filed by Talbot Financial, LLC
    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 63,861 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $17,479,527.

    13F-HR 0001966180-24-000005 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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