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Camelot Portfolios, LLC: IBDS position timeline

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

Camelot Portfolios, LLC held 0 IBDS shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -64,448 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 64,448 shares
    Change vs previous 13F -10,446 shares

    0.97% of the 13F portfolio, value $1,564,803.

    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).

  3. period ended2025-09-30
    13F 74,894 shares
    Change vs previous 13F -1,752 shares

    1.08% of the 13F portfolio, value $1,822,925.

    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).

  4. period ended2025-06-30
    13F 76,646 shares
    Change vs previous 13F -5,165 shares

    1.12% of the 13F portfolio, value $1,860,208.

    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).

  5. period ended2025-03-31
    13F 81,811 shares
    Change vs previous 13F +21,413 shares

    1.23% of the 13F portfolio, value $1,978,197.

    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).

  6. period ended2024-12-31
    13F 60,398 shares
    Change vs previous 13F -478 shares

    1.56% of the 13F portfolio, value $1,447,156.

    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).

  7. period ended2024-09-30
    13F 60,876 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,483,563.

    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).