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Camelot Portfolios, LLC: CVI position timeline

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

Camelot Portfolios, LLC held 14,853 CVI 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 14,853 shares
    Change vs previous 13F -1,035 shares

    0.29% of the 13F portfolio, value $409,046.

    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 15,888 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $534,642.

    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 15,888 shares
    Change vs previous 13F -8,163 shares

    0.25% of the 13F portfolio, value $404,199.

    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 24,051 shares
    Change vs previous 13F -1,000 shares

    0.52% of the 13F portfolio, value $877,392.

    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 25,051 shares
    Change vs previous 13F -16,755 shares

    0.4% of the 13F portfolio, value $672,628.

    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 41,806 shares
    Change vs previous 13F +23,355 shares

    0.5% of the 13F portfolio, value $811,032.

    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 18,451 shares
    Change vs previous 13F -119 shares

    0.37% of the 13F portfolio, value $345,782.

    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 18,570 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $427,670.

    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).