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Whitaker-Myers Wealth Managers, LTD.: CRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on CRS, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 4,233 CRS 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 4,233 shares
    Change vs previous 13F +67 shares

    0.27% of the 13F portfolio, value $1,645,817.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,166 shares
    Change vs previous 13F -1,077 shares

    0.43% of the 13F portfolio, value $2,569,835.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 5,243 shares
    Change vs previous 13F +593 shares

    0.41% of the 13F portfolio, value $2,066,575.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 4,650 shares
    Change vs previous 13F +1,406 shares

    0.31% of the 13F portfolio, value $1,464,034.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,244 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $796,539.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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