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Clio Asset Management LLC: V position timeline

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

Clio Asset Management LLC held 33,250 V shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,250 shares
    Change vs previous 13F +3,692 shares

    9.07% of the 13F portfolio, value $11,407,743.

    13F-HR 0001986196-26-000004 filed by Clio Asset 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 29,558 shares
    Change vs previous 13F +2,699 shares

    7.49% of the 13F portfolio, value $8,933,610.

    13F-HR 0001986196-26-000002 filed by Clio Asset 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 26,859 shares
    Change vs previous 13F -100 shares

    7.32% of the 13F portfolio, value $9,419,720.

    13F-HR 0001986196-26-000001 filed by Clio Asset 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 26,959 shares
    Change vs previous 13F -124 shares

    6.83% of the 13F portfolio, value $9,203,263.

    13F-HR 0001986196-25-000006 filed by Clio Asset 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 27,083 shares
    Change vs previous 13F +2,857 shares

    7.54% of the 13F portfolio, value $9,615,819.

    13F-HR 0001986196-25-000003 filed by Clio Asset 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 24,226 shares
    Change vs previous 13F +3,616 shares

    6.75% of the 13F portfolio, value $8,490,244.

    13F-HR 0001986196-25-000002 filed by Clio Asset Management 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 20,610 shares
    Change vs previous 13F -491 shares

    4.81% of the 13F portfolio, value $6,513,584.

    13F-HR 0001986196-25-000001 filed by Clio Asset Management 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 21,101 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $5,801,720.

    13F-HR 0001986196-24-000005 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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