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Disclosery

United Bank: CRM position timeline

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

United Bank held 11,271 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,271 shares
    Change vs previous 13F +166 shares

    0.54% of the 13F portfolio, value $1,765,715.

    13F-HR 0001420506-26-001495 filed by United 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 11,105 shares
    Change vs previous 13F -845 shares

    0.69% of the 13F portfolio, value $2,072,970.

    13F-HR 0001420506-26-000776 filed by United 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 11,950 shares
    Change vs previous 13F +330 shares

    1.07% of the 13F portfolio, value $3,165,675.

    13F-HR 0001420506-26-000177 filed by United 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 11,620 shares
    Change vs previous 13F +1,422 shares

    0.96% of the 13F portfolio, value $2,753,940.

    13F-HR 0001420506-25-003082 filed by United Bank
    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 10,198 shares
    Change vs previous 13F +500 shares

    1.06% of the 13F portfolio, value $2,780,893.

    13F-HR 0001420506-25-001605 filed by United Bank
    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 9,698 shares
    Change vs previous 13F +1,430 shares

    1.08% of the 13F portfolio, value $2,602,555.

    13F-HR 0001420506-25-000880 filed by United Bank
    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 8,268 shares
    Change vs previous 13F +965 shares

    1.17% of the 13F portfolio, value $2,764,240.

    13F-HR 0001420506-25-000304 filed by United Bank
    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 7,303 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,998,904.

    13F-HR 0001420506-24-002192 filed by United Bank
    Filed (acceptance time not in the bulk data set), ingested

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