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Camelot Portfolios, LLC: CPB position timeline

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

Camelot Portfolios, LLC held 13,500 CPB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,500 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $300,645.

    13F-HR 0001104659-26-084471 filed by Camelot Portfolios, 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 13,500 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $300,645.

    13F-HR 0001104659-26-057631 filed by Camelot Portfolios, 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 13,500 shares
    Change vs previous 13F -3,900 shares

    0.23% of the 13F portfolio, value $376,245.

    13F-HR 0001104659-26-007824 filed by Camelot Portfolios, 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 17,400 shares
    Change vs previous 13F -1,000 shares

    0.33% of the 13F portfolio, value $549,492.

    13F-HR 0001104659-25-113133 filed by Camelot Portfolios, 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 18,400 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $563,960.

    13F-HR 0001104659-25-068584 filed by Camelot Portfolios, 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 18,400 shares
    Change vs previous 13F -100 shares

    0.46% of the 13F portfolio, value $734,528.

    13F-HR 0001104659-25-047688 filed by Camelot Portfolios, 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 18,500 shares
    Change vs previous 13F -2,000 shares

    0.84% of the 13F portfolio, value $774,780.

    13F-HR 0001104659-25-008640 filed by Camelot Portfolios, 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 20,500 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,002,860.

    13F-HR 0001104659-24-116562 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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