CLIFFORD SWAN INVESTMENT COUNSEL LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on GIS, newest first. How the timeline and the estimate are built.
CLIFFORD SWAN INVESTMENT COUNSEL LLC held 90,137 GIS shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 90,137 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $3,136,768.
13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 90,137 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $3,354,899.
13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 90,137 sharesChange vs previous 13F -752 shares
0.14% of the 13F portfolio, value $4,191,371.
13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 90,889 sharesChange vs previous 13F -8 shares
0.15% of the 13F portfolio, value $4,582,623.
13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 90,897 sharesChange vs previous 13F +8 shares
0.17% of the 13F portfolio, value $4,709,374.
13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 90,889 sharesChange vs previous 13F -300 shares
0.2% of the 13F portfolio, value $5,434,253.
13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 91,189 sharesChange vs previous 13F -750 shares
0.21% of the 13F portfolio, value $5,815,123.
13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,939 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $6,789,695.
13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).