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Camelot Portfolios, LLC: IBDW position timeline

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

Camelot Portfolios, LLC held 65,034 IBDW 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 65,034 shares
    Change vs previous 13F +3,967 shares

    0.96% of the 13F portfolio, value $1,355,316.

    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 61,067 shares
    Change vs previous 13F +2,126 shares

    0.96% of the 13F portfolio, value $1,278,139.

    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 58,941 shares
    Change vs previous 13F -9,813 shares

    0.77% of the 13F portfolio, value $1,246,610.

    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 68,754 shares
    Change vs previous 13F -4,417 shares

    0.87% of the 13F portfolio, value $1,458,955.

    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 73,171 shares
    Change vs previous 13F -4,765 shares

    0.92% of the 13F portfolio, value $1,539,528.

    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 77,936 shares
    Change vs previous 13F +40,263 shares

    1% of the 13F portfolio, value $1,617,178.

    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 37,673 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $766,648.

    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).