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Disclosery

Wedmont Private Capital: CRM position timeline

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

Wedmont Private Capital held 11,421 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,421 shares
    Change vs previous 13F -689 shares

    0.06% of the 13F portfolio, value $2,601,741.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,110 shares
    Change vs previous 13F -5,292 shares

    0.05% of the 13F portfolio, value $1,977,830.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 17,402 shares
    Change vs previous 13F -1,560 shares

    0.1% of the 13F portfolio, value $3,069,250.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 18,962 shares
    Change vs previous 13F +3,565 shares

    0.18% of the 13F portfolio, value $5,046,043.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 15,397 shares
    Change vs previous 13F -1,247 shares

    0.14% of the 13F portfolio, value $3,691,172.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 16,644 shares
    Change vs previous 13F -167 shares

    0.19% of the 13F portfolio, value $4,509,135.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 16,811 shares
    Change vs previous 13F +155 shares

    0.22% of the 13F portfolio, value $4,286,822.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 16,656 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,294,131.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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