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Cedar Wealth Management, LLC: CLOZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cedar Wealth Management, LLC on CLOZ, newest first. How the timeline and the estimate are built.

Cedar Wealth Management, LLC held 118,734 CLOZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,734 shares
    Change vs previous 13F +2,953 shares

    0.81% of the 13F portfolio, value $3,136,952.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, 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 115,781 shares
    Change vs previous 13F +19,000 shares

    0.86% of the 13F portfolio, value $2,969,783.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, 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 96,781 shares
    Change vs previous 13F -3,696 shares

    0.77% of the 13F portfolio, value $2,562,761.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, 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 100,477 shares
    Change vs previous 13F +5,881 shares

    0.83% of the 13F portfolio, value $2,694,793.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, 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 94,596 shares
    Change vs previous 13F +5,738 shares

    0.86% of the 13F portfolio, value $2,529,497.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, 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 88,858 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,360,957.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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