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Cambridge Investment Research Advisors, Inc.: CLOZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on CLOZ, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 14,226 CLOZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,226 shares
    Change vs previous 13F -6,251 shares

    <0.01% of the 13F portfolio, value $376,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 20,477 shares
    Change vs previous 13F -6,917 shares

    <0.01% of the 13F portfolio, value $525,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 27,394 shares
    Change vs previous 13F +6,129 shares

    <0.01% of the 13F portfolio, value $725,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    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 21,265 shares
    Change vs previous 13F +9,914 shares

    <0.01% of the 13F portfolio, value $570,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    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 11,351 shares
    Change vs previous 13F -17,908 shares

    <0.01% of the 13F portfolio, value $304,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 29,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $777,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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