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Disclosery

Alaethes Wealth, LLC: CLIP position timeline

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

Alaethes Wealth, LLC held 107,308 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,308 shares
    Change vs previous 13F +1,502 shares

    3.14% of the 13F portfolio, value $10,767,285.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 105,806 shares
    Change vs previous 13F +165 shares

    3.06% of the 13F portfolio, value $10,618,690.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 105,641 shares
    Change vs previous 13F -10,257 shares

    2.99% of the 13F portfolio, value $10,612,067.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 115,898 shares
    Change vs previous 13F +778 shares

    3.3% of the 13F portfolio, value $11,638,477.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 115,120 shares
    Change vs previous 13F -751 shares

    3.45% of the 13F portfolio, value $11,560,350.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 115,871 shares
    Change vs previous 13F +5,674 shares

    4.26% of the 13F portfolio, value $11,638,083.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
    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 110,197 shares
    Change vs previous 13F +2,716 shares

    3.96% of the 13F portfolio, value $11,072,081.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    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 107,481 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $10,801,841.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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