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Disclosery

Unified Investment Management: CRM position timeline

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

Unified Investment Management held 4,585 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,585 shares
    Change vs previous 13F +60 shares

    0.95% of the 13F portfolio, value $1,052,470.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,525 shares
    Change vs previous 13F -418 shares

    0.66% of the 13F portfolio, value $708,883.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,943 shares
    Change vs previous 13F +831 shares

    0.95% of the 13F portfolio, value $922,621.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,112 shares
    Change vs previous 13F +281 shares

    1.1% of the 13F portfolio, value $1,089,410.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,831 shares
    Change vs previous 13F -44 shares

    0.91% of the 13F portfolio, value $908,004.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,875 shares
    Change vs previous 13F +56 shares

    1.13% of the 13F portfolio, value $1,056,717.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,819 shares
    Change vs previous 13F -230 shares

    1.21% of the 13F portfolio, value $1,024,900.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,049 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,353,734.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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