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49 WEALTH MANAGEMENT, LLC: CLIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on CLIP, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 39,917 CLIP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 39,917 shares
    Change vs previous 13F -62,175 shares

    0.76% of the 13F portfolio, value $4,005,255.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    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 102,092 shares
    Change vs previous 13F -201,322 shares

    0.77% of the 13F portfolio, value $10,245,968.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    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 303,414 shares
    Change vs previous 13F -164,317 shares

    2.47% of the 13F portfolio, value $30,374,772.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    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 467,731 shares
    Change vs previous 13F -166,303 shares

    4.43% of the 13F portfolio, value $46,969,522.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    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 634,034 shares
    Change vs previous 13F +232,538 shares

    6.78% of the 13F portfolio, value $63,669,659.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    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 401,496 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $40,326,210.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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