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Creekmur Asset Management LLC: CLIP position timeline

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

Creekmur Asset Management LLC held 1,176 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,176 shares
    Change vs previous 13F -49 shares

    5.71% of the 13F portfolio, value $118,027.

    13F-HR 0002013091-26-000004 filed by Creekmur 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 1,225 shares
    Change vs previous 13F -79,989 shares

    9.27% of the 13F portfolio, value $122,961.

    13F-HR 0002013091-26-000003 filed by Creekmur 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 ended2025-09-30
    13F 81,214 shares
    Change vs previous 13F +1,655 shares

    1.35% of the 13F portfolio, value $8,155,559.

    13F-HR 0002013091-25-000008 filed by Creekmur 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 ended2025-06-30
    13F 79,559 shares
    Change vs previous 13F -676,299 shares

    1.41% of the 13F portfolio, value $7,989,341.

    13F-HR 0002013091-25-000004 filed by Creekmur 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 ended2025-03-31
    13F 755,858 shares
    Change vs previous 13F +401,127 shares

    15.91% of the 13F portfolio, value $75,918,370.

    13F-HR 0002013091-25-000002 filed by Creekmur 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 ended2024-12-31
    13F 354,731 shares
    Change vs previous 13F -27,404 shares

    8.13% of the 13F portfolio, value $35,508,588.

    13F-HR 0002013091-25-000001 filed by Creekmur 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 ended2024-09-30
    13F 382,135 shares
    Change vs previous 13F not available

    9.03% of the 13F portfolio, value $38,404,606.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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