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Disclosery

Clear Point Advisors Inc.: QDEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Point Advisors Inc. on QDEF, newest first. How the timeline and the estimate are built.

Clear Point Advisors Inc. held 14,881 QDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,881 shares
    Change vs previous 13F +14,881 shares

    1.15% of the 13F portfolio, value $1,294,986.

    13F-HR 0001754960-26-000665 filed by Clear Point Advisors Inc.
    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 0 shares
    Change vs previous 13F -13,285 shares

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    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.

  3. period ended2025-12-31
    13F 13,285 shares
    Change vs previous 13F +2,080 shares

    0.83% of the 13F portfolio, value $1,075,543.

    13F-HR 0001754960-26-000165 filed by Clear Point Advisors Inc.
    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 11,205 shares
    Change vs previous 13F +1,052 shares

    0.7% of the 13F portfolio, value $896,203.

    13F-HR 0001754960-25-000714 filed by Clear Point Advisors Inc.
    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 10,153 shares
    Change vs previous 13F +394 shares

    0.63% of the 13F portfolio, value $751,814.

    13F-HR 0001754960-25-000415 filed by Clear Point Advisors Inc.
    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 9,759 shares
    Change vs previous 13F +387 shares

    0.61% of the 13F portfolio, value $682,073.

    13F-HR 0001754960-25-000225 filed by Clear Point Advisors Inc.
    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 9,372 shares
    Change vs previous 13F +885 shares

    0.56% of the 13F portfolio, value $658,101.

    13F-HR 0001754960-25-000091 filed by Clear Point Advisors Inc.
    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 8,487 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $606,891.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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