Skip to content
Disclosery

B.O.S.S. Retirement Advisors, LLC: CLIP position timeline

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

B.O.S.S. Retirement Advisors, LLC held 10,996 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,996 shares
    Change vs previous 13F -2,073 shares

    0.3% of the 13F portfolio, value $1,103,339.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 13,069 shares
    Change vs previous 13F -532 shares

    0.4% of the 13F portfolio, value $1,311,605.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 13,601 shares
    Change vs previous 13F -7,691 shares

    0.43% of the 13F portfolio, value $1,361,596.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 21,292 shares
    Change vs previous 13F -9,828 shares

    0.51% of the 13F portfolio, value $2,138,143.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 31,120 shares
    Change vs previous 13F +5,563 shares

    0.78% of the 13F portfolio, value $3,125,070.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 25,557 shares
    Change vs previous 13F +1,923 shares

    0.74% of the 13F portfolio, value $2,566,945.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 23,634 shares
    Change vs previous 13F +17,872 shares

    0.66% of the 13F portfolio, value $2,365,763.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, 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 5,762 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $579,083.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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