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Disclosery

WoodTrust Financial Corp: CRM position timeline

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

WoodTrust Financial Corp held 28,390 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 28,390 shares
    Change vs previous 13F -239 shares

    0.79% of the 13F portfolio, value $6,517,000.

    13F-HR 0001725247-26-000008 filed by WoodTrust Financial Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,629 shares
    Change vs previous 13F -3,803 shares

    0.53% of the 13F portfolio, value $4,485,000.

    13F-HR 0001725247-26-000004 filed by WoodTrust Financial Corp
    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 32,432 shares
    Change vs previous 13F -27,222 shares

    0.78% of the 13F portfolio, value $6,054,000.

    13F-HR 0001725247-26-000003 filed by WoodTrust Financial Corp
    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 59,654 shares
    Change vs previous 13F +4 shares

    1.84% of the 13F portfolio, value $15,803,000.

    13F-HR 0001725247-26-000001 filed by WoodTrust Financial Corp
    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 59,650 shares
    Change vs previous 13F +519 shares

    1.68% of the 13F portfolio, value $14,137,000.

    13F-HR 0001725247-25-000011 filed by WoodTrust Financial Corp
    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 59,131 shares
    Change vs previous 13F +1,559 shares

    2.1% of the 13F portfolio, value $16,125,000.

    13F-HR 0001725247-25-000005 filed by WoodTrust Financial Corp
    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 57,572 shares
    Change vs previous 13F +279 shares

    2.16% of the 13F portfolio, value $15,450,000.

    13F-HR 0001725247-25-000003 filed by WoodTrust Financial Corp
    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 57,293 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $19,154,000.

    13F-HR 0001725247-25-000001 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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