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CASTLEKEEP INVESTMENT ADVISORS LLC: CL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASTLEKEEP INVESTMENT ADVISORS LLC on CL, newest first. How the timeline and the estimate are built.

CASTLEKEEP INVESTMENT ADVISORS LLC held 11,496 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,496 shares
    Change vs previous 13F -831 shares

    0.53% of the 13F portfolio, value $1,053,953.

    13F-HR 0001398344-26-014675 filed by CASTLEKEEP INVESTMENT ADVISORS 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 12,327 shares
    Change vs previous 13F -67 shares

    0.57% of the 13F portfolio, value $1,050,630.

    13F-HR 0002085853-26-000582 filed by CASTLEKEEP INVESTMENT ADVISORS 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 12,394 shares
    Change vs previous 13F +1,199 shares

    0.44% of the 13F portfolio, value $979,374.

    13F-HR 0002085853-26-000233 filed by CASTLEKEEP INVESTMENT ADVISORS 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 11,195 shares
    Change vs previous 13F -1,526 shares

    0.42% of the 13F portfolio, value $894,928.

    13F-HR 0002085853-25-000231 filed by CASTLEKEEP INVESTMENT ADVISORS 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 12,721 shares
    Change vs previous 13F -893 shares

    0.57% of the 13F portfolio, value $1,156,339.

    13F-HR 0001667731-25-001045 filed by CASTLEKEEP INVESTMENT ADVISORS 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 13,614 shares
    Change vs previous 13F +94 shares

    0.66% of the 13F portfolio, value $1,275,632.

    13F-HR 0001667731-25-000573 filed by CASTLEKEEP INVESTMENT ADVISORS 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/A 13,520 shares
    Change vs previous 13F +2,169 shares

    0.86% of the 13F portfolio, value $1,229,103.

    13F-HR/A 0001667731-25-000284 filed by CASTLEKEEP INVESTMENT ADVISORS 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 11,351 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,178,347.

    13F-HR 0001667731-25-000313 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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