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CLIFFORD SWAN INVESTMENT COUNSEL LLC: CL position timeline

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC held 135,938 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,938 shares
    Change vs previous 13F -3,157 shares

    0.4% of the 13F portfolio, value $12,462,781.

    13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 139,095 shares
    Change vs previous 13F -1,837 shares

    0.4% of the 13F portfolio, value $11,855,091.

    13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 140,932 shares
    Change vs previous 13F -3,931 shares

    0.37% of the 13F portfolio, value $11,136,430.

    13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 144,863 shares
    Change vs previous 13F -2,694 shares

    0.39% of the 13F portfolio, value $11,580,363.

    13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 147,557 shares
    Change vs previous 13F -4,108 shares

    0.47% of the 13F portfolio, value $13,412,898.

    13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 151,665 shares
    Change vs previous 13F -2,546 shares

    0.53% of the 13F portfolio, value $14,211,020.

    13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 154,211 shares
    Change vs previous 13F -3,968 shares

    0.5% of the 13F portfolio, value $14,019,284.

    13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 158,179 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $16,420,596.

    13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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