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Clay Northam Wealth Management, LLC: TMB position timeline

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

Clay Northam Wealth Management, LLC held 70,900 TMB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,900 shares
    Change vs previous 13F +3,500 shares

    0.81% of the 13F portfolio, value $1,742,254.

    13F-HR 0001915687-26-000005 filed by Clay Northam Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 67,400 shares
    Change vs previous 13F +4,100 shares

    0.84% of the 13F portfolio, value $1,708,590.

    13F-HR 0001915687-26-000003 filed by Clay Northam 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 ended2026-03-31
    13F 63,300 shares
    Change vs previous 13F +8,150 shares

    0.91% of the 13F portfolio, value $1,614,815.

    13F-HR 0001915687-26-000002 filed by Clay Northam 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 ended2025-12-31
    13F 55,150 shares
    Change vs previous 13F +42,750 shares

    0.78% of the 13F portfolio, value $1,410,737.

    13F-HR 0001915687-26-000001 filed by Clay Northam 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 ended2025-09-30
    13F 12,400 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $317,936.

    13F-HR 0001915687-25-000002 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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