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Disclosery

Ted Buchan & Co: CRM position timeline

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

Ted Buchan & Co held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,031 shares

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 ended2025-12-31
    13F 5,031 shares
    Change vs previous 13F +179 shares

    0.49% of the 13F portfolio, value $1,332,762.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,852 shares
    Change vs previous 13F +26 shares

    0.45% of the 13F portfolio, value $1,149,924.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,826 shares
    Change vs previous 13F +827 shares

    0.52% of the 13F portfolio, value $1,316,002.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,999 shares
    Change vs previous 13F +3 shares

    0.51% of the 13F portfolio, value $1,073,172.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,996 shares
    Change vs previous 13F +153 shares

    0.63% of the 13F portfolio, value $1,335,983.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,843 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,051,868.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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